The SYV Wealth Team
The SYV Wealth Advisors Team
Working together toward the future you envision.
We are a home of experience. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone and foundation of success.
Bruce Porter, CFP®
Financial Advisor
Education: Masters of Science, Computer Science and Civil Engineering, Stanford University; Bachelor of Science, U.S. Military Academy, West Point. Work Experience: U.S. Army, retired as a Colonel, 1976-2002; Financial Advisor, 2002-...
Brad Sicoff, CRPC®
Financial Advisor
805-697-7096
Bachelors Degree in Political Science, UC Santa Barbara and proud Gaucho
Work Experience:Divisional Vice President American International Group, Jan. 2013- Aug. 2022
Regional Vice President, Prudential Life Insurance Co., Dec. 2011- Jan. 2013
Molly Ware
Director of Client Services
A resident of the Santa Ynez Valley since 2002, Molly is very grateful to be able to live and work in such a special community. With a background in customer service and retail management, Molly embarked on a career in the...
Learn about our process
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.