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
