A Little About Us

We strive to create an environment where you feel like family, not just a client. Built on integrity, honesty, humility, and meaningful relationships, we are genuinely invested in your life—celebrating your successes and standing by you in challenging times. Together, we aim to thrive in this journey called life.

Financial Advisor - Founder

Garth Wolf Porterfield, AAMS®

garth@porterfieldwealth.com / (805) 608-3931

15 Years In The Financial Services Industry

  • Series 6 & Series 66 Securities Registrations

  • Multi State Licensed Insurance Agent

  • Accredited Asset Management Specialist (AAMS®) Professional Designation

Executive Assistant - Co-Founder

Melissa Porterfield

melissa@porterfieldwealth.com / (805) 608-3931

  • 19 + years HR & Client Relations

  • 12 Years In The Banking Services Industry

  • Successful Small Business Owner & Entrepreneur

Assistant - Client Relations

Savannah Porterfield

  • 7 years Customer Service & Hospitality

  • Goal to become a Financial Advisor

  • Administrative Support - Customer Service

Our Approach