Managing Finances During an Election Year: Tips and Insights from Bruce Porter 00:10:00
As the founding principal of SYV Wealth Advisors, Bruce is credited with helping clients simplify the financial planning process. SYV Wealth Advisors has blossomed into a successful independent financial services firm right here in the Santa Ynez Valley. Bruce’s loyal clients include everyday hardworking individuals, small business owners, and families looking to expand and preserve their nest egg. Bruce tailors the nuances of retirement plan distribution strategies, investment planning and lifetime legacy planning to each individual client’s unique situation and goals.
