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 …

In the Community Pictured left to right Jerrod Lauren Tara Jamil Niall 1016x762 - In the Community: Networking with NextSCV

In the Community: Networking with NextSCV

Shanele Stoll Community, Team Update

Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of Santa Clarita. Hosted on the open-air Wolf Creek Brewery patio, the event brought together 70 of Santa Clarita’s emerging young leaders to celebrate the return …

Patti Hardy 1016x531 - Patti's Perspective

Patti’s Perspective

VanceWealth Community, Financial Planning, Woman's Wealth

Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re spending your time. You are an expert in your field, and although you are capable of doing many tasks within your business, should you? Is this really the best use of your time? I don’t have a clue how to build a website. …

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 …