Posts by Shanele Stoll
The Value of an Advisor: From Optimized Portfolios To Unemotional Decisions
One of the most significant ways we believe we add value to our clientsā lives is simply by helping them see what they may not see on their own. We might find opportunities for growth in their portfolio, establish their first comprehensive financial plan, or provide a vital sense of peace in those moments when…
Read MoreCelebrating Two Team Members Who Are Achieving More
Committed To Continuous GrowthĀ Celebrating Two Team Members Who Are Achieving More A commitment to continuous growth is one of the core values and driving forces behind the Vance Wealth team, and recently, two of our Wealth Advisors achieved goals that helped them grow their skills in a big way. Tyler Tilton completed his designation…
Read MoreVance Wealth Recognized as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, CaliforniaĀ ā Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth’s enduring commitment to excellence, visionary leadership, and exceptional service. The Inc. 5000…
Read MoreVance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more. Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelorās degree…
Read MoreBusiness Owner Best Practice: 5 Tips for a Productive Semi-Annual Company Retreat
5 Tips for a Productive Semi-Annual Company Retreat. Define clear objectives: Set specific goals for the retreat to guide planning and ensure alignment with company values. As followers of the EOS system, this step helps us stay focused and on track. Choose a suitable location: Select a venue that encourages open communication and has the…
Read MoreMaximizing Your Cash Reserves: Expert Advice
Maximizing Your Cash Reserves: Expert Advice with Anthony Goring, Investment Associate If you have substantial cash reserves in your account with a low return rate, you may want to consider taking the following actions: 1. Evaluate your financial goals and risk tolerance: Before making any investment decisions, it’s essential to consider your financial goals, risk…
Read MoreVance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting
After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, thatās exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even…
Read More401k Plan Sponsors: Itās Time To Assess Your 2023 Service Model
Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes. Itās no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing itās time to reassess the performance of their plans.…
Read MoreIn The Community: Your Support Makes An Impact
Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory…
Read MoreVance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony GoringĀ Ā researchesĀ Ā and communicates timely market information that assists Wealth Advisors in making successful investment decisions. āPortfolio managementĀ andĀ financialĀ analysisĀ areĀ the backbone of my role as an analyst,ā Anthony explained, āand I really enjoy providing our advisors…
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