AdVanced Perspective: Summer 2025 Newsletter

image of newsletter

Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…

Read More

How to Give Without Creating Dependency: A Legacy of Empowerment

Jerrod Ferguson speaks with clients at Vance Wealth office about how to give without creating financial dependency, part of the Legacy Series.

An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…

Read More

Summer Reflections from John Vance

Collage of Vance Wealth team and family moments including a leadership retreat, summer BBQ, and Lauren Vance’s graduation, featured in the “From the Desk of John Vance” summer 2025 update.

A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…

Read More

The Leap Into Retirement: Why Trust and Timing Make All the Difference

Carrisa Flores, Wealth Advisor at Vance Wealth, shares a quote about emotional readiness for retirement: "Retirement isn't just a financial decision. It's an emotional one too and we're here when you're ready.

Retirement is one of life’s most significant financial milestones. For many, it’s a transition filled with both excitement and uncertainty. Even with a solid retirement plan in place, stepping away from a career can bring up unexpected emotions especially when it comes time to turn off that steady paycheck. At Vance Wealth, we understand that…

Read More

Vance Wealth Team Member Spotlight

Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…

Read More

Staying the Course: Confidence in Uncertain Times

At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…

Read More

In the Community

Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…

Read More