Archive for May 2026
John Vance named one of Forbes Best-In-State Wealth Advisors
With Gratitude from Vance Wealth We are honored to share that our President and Founder, John Vance, has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors. While this recognition is meaningful, what we are most grateful for is the trust our clients place in us every day. Your confidence, referrals,…
Read MoreTax Due Diligence™ in Action: What a Second Look Can Reveal
Every tax return tells a story, but not every story is reviewed as closely as it should be. That is why our Tax Due Diligence™ process takes a deeper look at each return, helping ensure it is accurate, consistent, and aligned with our clients’ broader financial strategy. In one recent new client scenario, an unexpected tax…
Read MoreQuiet Legacy Risks: Small Details That Can Make A Big Difference For Your Family
When people think about protecting their legacy, the focus often turns to big external risks, market downturns, tax law changes or economic uncertainty. But in reality, many estate and legacy challenges don’t come from dramatic events. They come from small details that quietly go unchecked for years. A beneficiary form that was never updated.An account…
Read MoreWhen the World Feels Uncertain, Your Plan Shouldn’t
Turn on the news, and it’s easy to feel unsettled.Markets shift. Global events unfold. Headlines compete for attention, often with urgency and sometimes with fear. It’s a constant stream of information, and as human beings, we feel it.That’s natural.“We’re constantly bombarded with breaking news and negative information,” explained Founder and President John Vance. “When things…
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