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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…
Read MoreVance 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…
Read MoreUnderstanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner. The Corporate Transparency Act (CTA) requires certain businesses…
Read MoreIN 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 MoreCelebrating Two Team Members Who Are Achieving More
Committed To Continuous Growth Celebrating Two Team Members Who Are Achieving More A commitment to continuous growth is one of the core values and driving forces behind the Vance Wealth team, and recently, two of our Wealth Advisors achieved goals that helped them grow their skills in a big way. Tyler Tilton completed his designation…
Read MoreIt Takes a Team
In 2022, we reviewed 203 client tax returns (for the 2021 tax year) and caught approximately $162,650 worth of errors and omissions in total – and that wasn’t even our biggest catch. When a prospective client contacted us to get a second pair of eyes on his tax plan, we noticed something significant. “Right away,…
Read MoreFROM THE DESK OF JOHN VANCE
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 MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Matthew Rivera, Wealth Advisor
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 MoreMaximize Your Charitable Impact With This Quick Tip
Impactful Wealth: Strategies for Giving Back and Financial Growth Your financial plan is a powerful tool that can extend its impact far beyond your personal goals. When infused with intention and heart, it becomes a path to something greater. Many of our clients recognize the importance of including charitable giving in their financial success plan.…
Read MoreHOW TO RECOGNIZE AND AVOID PHISHING SCAMS
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…
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