Legacy Series: Avoiding Common Mistakes When Transferring Wealth

By Shanele Stoll | February 5, 2025

An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnā€™t easy, and there are three common mistakes we often seeā€”mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…

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Have You Subscribed to Our YouTube Channel Yet?

By Shanele Stoll | February 5, 2025

Donā€™t miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as theyā€™re available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…

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We Are Hiring!

By Shanele Stoll | February 5, 2025

Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weā€™re not just a financial planning firmā€”weā€™re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weā€™re seeking an Investment Associate to support investment and trading operations. In this role, youā€™ll ensure the smooth execution of trades, manage…

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From the Desk of John Vance

By Shanele Stoll | February 5, 2025

To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iā€™m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingā€”both personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…

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Josh Mumper Earns CERTIFIED FINANCIAL PLANNERā„¢ Designation

By Shanele Stoll | February 5, 2025

Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today weā€™re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNERā„¢ (CFPĀ®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Joshā€™s professional growth…

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Press Release -simplify365Ā®

By Shanele Stoll | February 3, 2025

FOR IMMEDIATE RELEASE simplify365Ā®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA ā€” February 3rd, 2025 ā€” Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365Ā®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…

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How To Define A Legacy

By Shanele Stoll | May 30, 2024

OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater ā€“ a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…

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Understanding the Corporate Transparency Act

By Tyler Tilton | February 29, 2024
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. Hereā€™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.Ā  The Corporate Transparency Act (CTA) requires certain businesses…

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