Santa Clarita wealth management firm creates new planning approach for business owners Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. — Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365 is a business planning system that helps owners carve out the time they need to focus on what matters most while simultaneously taking advantage of specific tax-saving opportunities. …
Vance Wealth surpasses $500 million in assets under management
Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management. The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than …