Archive for February 2026
Behind the Scenes at Vance Wealth’s First Development Week
In January, Vance Wealth brought its team together for the firm’s first-ever Development Week, welcoming remote team members to the office for a week centered on connection, growth, and alignment. The week paired coaching sessions and team meetings with intentional time together — shared lunches, a leadership dinner, an impromptu cocktail hour, and even a…
Read MoreLegacy Series: How Trusts Can Preserve Both Wealth & Relationships
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson Q: What role do trusts play in passing on wealth responsibly, and how can they help avoid potential conflicts among heirs? A: Trusts do more than just protect your assets—they help protect your relationships. When everything is outlined clearly in a trust, there’s no room for…
Read MoreBuilt for Every Season
How Thoughtful Planning Helps Weather Market Uncertainty There’s a quiet wisdom to the natural world. Every winter, gardens seem to wither. Trees shed their leaves, and for a moment, life feels paused. But anyone who’s lived through the seasons knows this isn’t the end. It’s a moment of rest, of storing energy for the next…
Read More