Vance Wealth Thumbnail 12 1016x572 - Santa Clarita wealth management firm creates new planning approach for business owners

Santa Clarita wealth management firm creates new planning approach for business owners

VanceWealth Business Owner, Press Release

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. …

062821 Vance Wealth Marketing SchlickArt 7569SRGB 3 1016x1016 - Vance Team Member Spotlight: Chris Pelch

Vance Team Member Spotlight: Chris Pelch

VanceWealth Team Update

When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely qualified to help Vance Wealth grow according to plan. With a background in education and a master’s degree in business administration, Chris is perfectly positioned …