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…

Read More
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…

Read More
Tyler Tilton

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…

Read More
Nial Shaffery

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…

Read More
In the community

IN THE COMMUNITY: CONNECTING WITH FRIENDS AT OUR ANNUAL SIP N’ SHRED Sitting down with our clients to discuss their financial goals and dreams always brightens our day. It’s why we do what we do. But we also enjoy spending time with our clients outside of the conference room, where we can get to know…

Read More

To Our Vance Wealth Friends and Family, As we get ready to wrap up another year, we’re celebrating a quarter of growth in life and business – and looking to 2024 with fresh excitement for the future. At home, the kids started a new school year, and with only one still in high school, that…

Read More

Matthew Rivera, our dedicated Wealth Advisor, is on a lifelong journey of learning and growth. With unwavering dedication to his clients and the Vance Wealth team, he constantly seeks innovative ways to help everyone achieve more. Born and raised in Burbank, Matthew stayed local while growing up, before going on to earn his associate’s degree…

Read More

HOW TO RECOGNIZE AND AVOID PHISHING SCAMS We know you work hard to earn your wealth, and we work hard to make sure it builds over time – so you can accomplish your top goals in business and life. That’s why it’s so important to protect that wealth against scams such as phishing. Phishing is…

Read More

Inc. 5000:  The Inc. 5000 is designated by Inc. Business Media, awarded in 2023. The award is obtained by filling out an application. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this…

Read More

The most costly and common tax mistakes are not errors but missed opportunities to achieve more. Here’s how to avoid them.  More often than not, the most costly tax mistakes we see are not errors but missed opportunities. Including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. The easiest way to…

Read More