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What we do

Who are We...

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.

Bruce Porter, CFP®

Financial Advisor

(805) 697-7741

bruce@syvwealth.com

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-...

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Brad Sicoff, CRPC®

Financial Advisor

805-697-7741

805-697-7096

brad@syvwealth.com

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

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Molly Ware

Director of Client Services

805-697-7741

molly@syvwealth.com

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...

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