How To Define A Legacy

OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater – a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…

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The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth

The Value of Having Your Kids Work in the Family Business

Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond just practical skills. Children who work alongside their parents and other family members gain practical experience that they can carry with them throughout their lives. In addition…

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John Vance Named In Forbes 2024 Best-in-State Advisors List

Santa Clarita, Calif. — Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outstanding financial advisors who have consistently demonstrated excellence in their profession while delivering exceptional service to their valued clients. “Here’s what our research has found: the…

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Vance Wealth Expands Presence with New Office in Newport Beach

Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. — Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its…

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Unlock More Potential: Entrepreneur Edition

Woman with laptop, pen in hand, and calculator working

A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…

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Start The Year With 3 Keys To Financial Success

Start the year with 3 keys to success.

If you’re aiming for a financially successful start to the year, the key lies in revisiting the past to gain insights before setting your sights on growth. Here, we outline three steps to kick off 2024 with a clear understanding of your current financial landscape, helping you end the year right where you would like…

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Santa Clarita Wealth Adviser Achieves Specialized Exit Planning Credential

Tyler Tilton, Vance Wealth adviser

Vance Wealth announces adviser with Certified Exit Planning adviser (CEPA®) designation Santa Clarita, Calif. — Vance Wealth financial planner Tyler Tilton completed his Certified Exit Planning adviser (CEPA®) credential, joining a specialized class of finance professionals who are trained to guide business owners toward a successful exit.  “We are very proud of Tyler for continuing…

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Santa Clarita Wealth Adviser Completes Advanced Financial Planning Certification

Photo of Nial Shaffery announcing Vance Wealth's newest certified fiancial planner

Niall Shaffery is Vance Wealth’s newest CERTIFIED FINANCIAL PLANNER™ Professional   Santa Clarita, Calif. — Vance Wealth adviser Niall Shaffery has earned the right to call himself a CFP®, which is the industry’s most respected and only board-backed certification for financial planning.  “This designation requires hours of rigorous study, experience and testing, as well as…

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