061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth's Annual Spring Reception: A Fun Event Celebrating 20 Years

Vance Wealth’s Annual Spring Reception: A Fun Event Celebrating 20 Years

Shanele Stoll Community, Team Update

At Vance Wealth, we not only strive to remove the stress that typically accompanies the financial planning process, but we also endeavor to make it feel as positive, optimistic, and motivating as possible. When the occasion calls for it, we even try to make the experience fun for everyone, and last quarter, that meant it was time to celebrate! On Saturday, April 22nd, we hosted our annual Spring Reception at the Vance Wealth office, where the whole team gathered with …

Brandy Sanchez Vance Wealth Thumbnail 1016x572 - VANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager

VANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager

Shanele Stoll Community, Team Update

With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best team possible, so we can serve our amazing clients at the highest level.” Born and raised in the Santa Clarita Valley, Brandy attended post-secondary school …

Vance Wealth Team Photo

Vance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting

Shanele Stoll Achieve More, Community, Press Release

  After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, that’s exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even more, John’s first child was due within the month. “Needless to say, I took on a lot of responsibility during an uncertain time, but …

empowering hearts - In The Community: Your Support Makes An Impact

In The Community: Your Support Makes An Impact

VanceWealth Community

Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory with their children. To support this incredible program, our team volunteered to shop and wrap the Christmas gifts, matching up to $1,000, and with your …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community: Supporting the SCV Chamber

In the Community: Supporting the SCV Chamber

VanceWealth Community, Uncategorized

Keeping up with our commitment to community involvement, the Vance Wealth team gets together for a local nonprofit event or fundraiser each quarter. In October, that meant teeing up to support the Santa Clarita Valley Chamber of Commerce. The 2022 Oak Tree Classic Golf Tournament was held at The Oaks Club in Valencia and did not disappoint. “We always have a lot of fun at the Chamber Golf Tournament,” John shared. “For anyone who enjoys golf, it’s a great way …

Community Event SMO 1 - Building A Stronger Team & Community With Closet On Main

Building A Stronger Team & Community With Closet On Main

Shanele Stoll Community

One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon helping out at Closet on Main, a boutique retail store in Downtown Newhall that benefits Single Mothers Outreach. With only one employee, the unique resale …

team photo

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 …

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 …

Health Tip  Tara - Achieve More: Health Tip with Tara White

Achieve More: Health Tip with Tara White

VanceWealth Community, Uncategorized

“My husband, Jared, and I bought a Peloton Bike at the beginning of this year, and our only regret was not getting it sooner! I’ll do a ride either before or after work, and it’s really helped us stay more active. The Peloton app also provides a variety of other workouts that make you break a sweat!  I have found a few favorite instructors that really motivate me, and I always look forward to their new classes. My goal is …

JV Cover 1016x677 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Community

To Our Vance Wealth Friends and Family,   While we’ve been committed to continuous growth in the office, at home our family has been enjoying the last few months while everything feels the same. We hosted a backyard graduation party with some family and close friends before Lauren and Evan head off to Boise State University in August. We’re all very excited to see them start the next chapter of their lives but until we see them off, we’ll be …