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In the Community: Connection & Giving In 2021

VanceWealth Charitable Giving, Community

Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one – the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded. This is a shared value of many of our clients as well,” said John Vance, President and Visionary of Vance Wealth. We proudly announce that …

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 …

4 COM EmpoweringHearts logo - In the Community - Join Us For Empowering HeArts

In the Community – Join Us For Empowering HeArts

Shanele Stoll Charitable Giving, Community

If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. “Empowering HeArts is a celebration of women who have changed lives and shaped their communities amidst adversity,” explained Director of Productivity Tara White, who is also a …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community - Vance Wealth Offers Community Meeting Space To Nonprofits

In the Community – Vance Wealth Offers Community Meeting Space To Nonprofits

VanceWealth Charitable Giving

As a local financial planning firm, we believe in showing up for our community during the difficult times and empowering them in the best of times. We hope to make a difference at every opportunity, so together, we may all forge a path to something greater. As Vance Wealth expands, in space and capabilities, we want to help the community achieve more by inviting local nonprofits, private foundations and community groups to use our new conference room as a meeting …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community  - Help Us Support Single Mothers Outreach in Santa Clarita

In the Community – Help Us Support Single Mothers Outreach in Santa Clarita

VanceWealth Charitable Giving

Every day, we get to protect our clients from the most difficult of times and empower them in the best of times – a responsibility we passionately embrace. At Vance Wealth, we get to spend our days making a difference in someone else’s life. That’s what drives us. And it also drives our support of an incredible local non-profit. Single Mothers Outreach of Santa Clarita serves our community by helping single parents in crisis find the support they need to stabilize and …

A Tax Reduction Strategy For People Who Give Back

VanceWealth Charitable Giving, Tax Issues

Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them. It’s why they plan and invest. It’s why they achieve. At Vance Wealth, it’s our job to help you achieve more — especially when it …