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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 …

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community - Vance Wealth Offers Community Meeting Space To Nonprofits

In the Community – Vance Wealth Offers Community Meeting Space To Nonprofits

VanceWealth Charitable Giving

As a local financial planning firm, we believe in showing up for our community during the difficult times and empowering them in the best of times. We hope to make a difference at every opportunity, so together, we may all forge a path to something greater. As Vance Wealth expands, in space and capabilities, we want to help the community achieve more by inviting local nonprofits, private foundations and community groups to use our new conference room as a meeting …