Posts Tagged ‘business owner’
Legacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnāt easy, and there are three common mistakes we often seeāmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Read MoreHave You Subscribed to Our YouTube Channel Yet?
Donāt miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as theyāre available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
Read MoreWe Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weāre not just a financial planning firmāweāre a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weāre seeking an Investment Associate to support investment and trading operations. In this role, youāll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iām filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingāboth personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNERā¢ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today weāre excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNERā¢ (CFPĀ®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Joshās professional growth…
Read MorePress Release -simplify365Ā®
FOR IMMEDIATE RELEASE simplify365Ā®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA ā February 3rd, 2025 ā Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365Ā®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…
Read MoreFROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Read MoreAre You Relying on Year-End Purchases for Tax Savings? Letās Build a Smarter Plan
As the year comes to a close, many business owners feel pressured to make last-minute purchasesāsuch as trucks or machineryāto take advantage of tax deductions. However, if youāre buying equipment you donāt truly need just to lower your tax bill, it may be time to rethink your strategy. Short-Term vs. Long-Term Tax Savings Focusing solely…
Read MoreStrategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Read MoreVance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California ā Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
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