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.

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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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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Molly Ware

Director of Operations

(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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SaBrina Perry

Administrative Assistant

805-697-7741

sabrinap@syvwealth.com

SaBrina is our dedicated Administrative Assistant at SYV Wealth Advisors, where she plays an integral role in our mission to provide superior personal financial advice to our esteemed clients. With a keen eye for detail and a passion...

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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.

Learn more