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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 isn’t easy, and there are three common mistakes we often see—mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
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Don’t 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 they’re available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
We Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, we’re not just a financial planning firm—we’re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage…
From the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, I’m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebrating—both personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Josh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Josh’s professional growth…
Planning For Longevity: The Two Essentials for A Fulfilling Future
There are two vital pieces to ensuring a long, happy future: a strong financial plan and a commitment to health. At Vance Wealth, we’ve seen firsthand how these two elements work together through the example of our clients, who demonstrate how to live well, age well and truly enjoy every stage of life. “Some of…
Press Release -simplify365®
FOR IMMEDIATE RELEASE simplify365®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA — February 3rd, 2025 — Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…
BEST PRACTICES FOR THE SEAMLESS TRANSFER OF WEALTH
Leaving Behind a Meaningful Financial Legacy Leaving behind a meaningful financial legacy is about more than just wealth. At Vance Wealth, we believe it’s also about protecting your family’s peace of mind. It’s difficult enough to pick up the torch and carry on the family legacy without the undue burden of a messy and confusing…
2025 – Q1 Market Update
Dear Clients and Friends, We know 2025 did not start the way we envisioned. We all know someone personally that was affected by the LA County fires that ravaged the Palisades and Altadena communities in early January. In the coming months and years, we are going to have to work together to find ways to…