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 More

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 More
People sitting at a desk with phones and a laptop discussing 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 More
Photo of vance wealth employees and the annual sip n shred community event

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
Two Vance wealth team members announcing continued growth

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 More
It 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 More
Images of John Vance with friends

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
Member spotlight announcement with Matthew Rivera

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
Man and a women with cans in hand packing boxes. Image for blog called maximize your charitable impact

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 More
Image of person holding a phone with coin graphics, credit card graphic, and warning sign graphic.

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