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SYV Wealth Advisors
About
Team
Services
Personalized Services
Our Process
Resources
Latest News & Research
Calculators
Tax Resources
Client Access
Contact
SYV Wealth Advisors
About
Team
Services
Personalized Services
Our Process
Resources
Latest News & Research
Calculators
Tax Resources
Client Access
Contact
About
Team
Folder: Services
Back
Personalized Services
Our Process
Folder: Resources
Back
Latest News & Research
Calculators
Tax Resources
Client Access
Contact

Local Roots.
Global Reach.

The Financial Advisors at SYV Wealth are registered representatives with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Form CRS

Locations

SANTA YNEZ
1050 Edison Street, Suite A
PO Box 1240
Santa Ynez, CA, 93460

LOS OLIVOS
2445 Alamo Pintado Avenue, Suite 205-B
PO Box 583
Los Olivos, CA 93441

Contact

info@SYVWealth.com


Santa Ynez (805) 697-7741
Los Olivos (805) 691-9447