AdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind.
This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers.
In this issue, you’ll find:
- An update on our new Costa Mesa office
- A heartfelt client retirement journey
- A mid-year market update to help you plan ahead
- A legacy planning Q&A on how to gift without creating dependency
- Team milestones and personal moments that made this summer special
Click the image below to view the full newsletter PDF.
Disclosures:
Vance Wealth, LLC (“Vance Wealth”) is a registered investment advisor. Advisory services are offered only to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
The information contained in this newsletter and accompanying blog post is for educational and informational purposes only and is not intended to be personal financial advice. It should not be construed as an offer to sell, a solicitation to buy, or a recommendation for any security or investment strategy. The views expressed reflect the opinions of Vance Wealth as of the publication date and are subject to change without notice.
Any performance data or market commentary referenced is historical and is not a guarantee of future results. Investing involves risk, including the potential loss of principal. You should consult with your financial advisor, attorney, or accountant before making any financial decisions.
Certain case studies or client scenarios presented in this newsletter are illustrative and may not be representative of the experience of all clients. Personal details may have been changed to protect client confidentiality.
Vance Wealth does not provide legal or tax advice. Please consult with appropriate professionals regarding your individual circumstances.