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5 tips to help you navigate divorce

July 22, 2021

Uncertainty, loss of control and the emotional roller coaster of life is difficult for anyone, but especially challenging for those going through a divorce. Every area of life is affected-emotionally, mentally, physically and financially. It’s during this time, and always really, you need to count on people to have your back. Without my tribe, I…

Vance Team Member Spotlight: Chris Pelch

July 22, 2021

When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely…

In the Community: Networking with NextSCV

July 22, 2021

Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…

The Quest for Excellence – Let’s talk about the ABC’s of why you should hire a Financial Advisor.

June 22, 2021

As much as I enjoy working out, there are some days I just don’t want to go to the gym. I understand the health benefits and how good I feel afterwards, yet somedays, I have no interest. Enter the personal trainer. The person whose primary focus is my health and wellness. She loves to witness…

Patti’s Perspective

April 28, 2021

Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re spending your time. You are an expert in your field, and although you are capable of doing many…

Health Tip – Committed To Continuous Growth

April 28, 2021

Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every…

From the Desk of John Vance

April 28, 2021

To Our Vance Wealth Friends and Family,   Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…

2021 Q2 Investment Update

April 28, 2021

We’ve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much…

4 Keys to a Strong Financial Foundation for business owners

April 28, 2021

  At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company…

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