061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth surpasses $500 million in assets under management

Vance Wealth surpasses $500 million in assets under management

VanceWealth Achieve More, Press Release

Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers   Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management.   The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than …

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Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth

VanceWealth Achieve More, Business Owner

Most business owners have one goal when it comes to taxes: Pay as little as possible this year. However, that isn’t how you save the most – or achieve the most – in the long run. In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over time. “It’s safe to assume that, as a business owner, you want to grow your business in the future, so we can also assume you’ll be …

SCV business - Achieve More: 5 Ways to Support Small Businesses

Achieve More: 5 Ways to Support Small Businesses

VanceWealth Achieve More, Business Owner, Charitable Giving

At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether we’re serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, we’ve learned this kind of spirit always pays off. That’s why we wanted to share the love by suggesting:   5 Easy Ways to Support Small Businesses: Make an effort to stay informed, and in touch, with the …

5 Kathy Health Tip - Achieve More: Health Tip with Kathy Spencer, Director of People and Culture

Achieve More: Health Tip with Kathy Spencer, Director of People and Culture

Shanele Stoll Achieve More

“Over the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com with Lindsey Bomgren. I’ve been doing her workouts 3 to 5 days per week, loving them and getting back into shape. Don’t let COVID or …

Client meeting

Making Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond

Shanele Stoll Achieve More, Financial Planning

Learning To Find The Small Wins In Financial Planning & Beyond Whether you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed everything on your daily to-do list, only to receive 30 minutes of peace at the end of the night – if that – before the …

Health Tip Robin - Health Tip - Committed To Continuous Growth

Health Tip – Committed To Continuous Growth

VanceWealth Achieve More, Community

Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every night. Using her Apple watch is a crucial component of that routine because it allows her to track her progress throughout the day and course-correct …

John Vance 1016x531 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Achieve More, Community, Financial Planning, Team Update

To Our Vance Wealth Friends and Family,   Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start …

Vance Wealth welcomes back Chris Pelch as COO - Daily Steps To Long Term Success - The Importance of Operational Efficiency for Business Owners

Daily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners

VanceWealth Achieve More, Business Owner, Community

If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …

Vance ForbesShookAd 02212 1016x533 - JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

Shanele Stoll Achieve More, Community, Team Update

FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Since 2003, Vance Wealth has served as a premier financial planning team passionately committed to helping clients and families succeed at every step of …

Patti Hardy 1016x531 - Empowering Women To Achieve More: Patti's Perspective

Empowering Women To Achieve More: Patti’s Perspective

VanceWealth Achieve More, Community, Woman's Wealth

Growth Through Adversity We’ve heard it many times, “it’s through the challenges we face, lies the greatest opportunity for growth.” Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didn’t hurt so much. When I went through my divorce, I felt like I was drowning. Literally, there were times I couldn’t catch my breath. When I would pop up for air, something pushed me back under water, or so it …