Vance Wealth Transitions To Fidelity

As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals.

“By combining  our  commitment  to  providing  trusted, personalized investment advisory services with Fidelity’s industry-leading custodian platform, we’re able to deliver powerful improvements to your investing experience,” said Chris Pelch, Chief Operating Officer and Chief Compliance Officer. “We have a tremendous amount of confidence that Fidelity will help enhance the experience we’re able to provide, and we’ve been on the path toward this important transition for a while.”

In October 2020, Vance Wealth made the decision to become a Registered Investment Advisor (RIA), and with that decision our firm formally adopted a fiduciary responsibility to our clients. “That means we’re required to make decisions in the best interest of each and every one of our clients,” Chris explained. “One of the ways we do that is by reviewing our relationships with third-party vendors, to ensure they’re delivering the kind of experience and support that’s best suited for our clients.”

After a 6-month due diligence process that began in March of 2022, our leadership team determined it was time to make a change to the firm’s custodian – the bank in physical possession of our clients’ assets – in order to provide the best experience, support and resources available.

“We chose to work with Fidelity because they have a long and trusted 75-year history of putting clients first and safeguarding investments,” Chris explained. “Fidelity also gives us access to a wide range of products and services that will help us meet all of our clients’ wealth management needs.”

While this change will allow the firm to provide enhanced experience moving forward, the level of service you’ve come to count on from Vance Wealth will remain consistent throughout this transitional period.

“Our goal is  to  make  this  transition  seamless  and straightforward as we stay dedicated to protecting the safety and security of your accounts,” Chris said. “Most importantly, this will not disrupt your financial planning process or your investment strategy.”

All of our wealth advisors will be discussing what this move means in detail during upcoming client meetings, and our team is happy to address any questions you might have in the meantime.

“We are grateful for your continued trust in our team, and as with any change, we are confident it will allow us to better serve as your strategic financial partners, helping you navigate toward the most important goals in your lives.”

We are committed to making sure this transition enhances your experience with Vance Wealth. If you have any questions, please contact your advisor or reach out to our team.

If you’re interested in working with a Fidelity-backed wealth management team, we offer a complimentary consultation with one of our Wealth Advisors. Please call 661-775-0950 or click here to book your meeting.

Fidelity Investments is an independent company, unaffiliated with Vance Wealth. Fidelity Investments is a service provider to Vance Wealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Vance Wealth and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity

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