Posts Tagged ‘legacy’
Legacy Series: Avoiding Common Mistakes When Transferring Wealth
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 isnât easy, and there are three common mistakes we often seeâmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
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Donât 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 theyâre available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
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Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weâre not just a financial planning firmâweâre a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weâre seeking an Investment Associate to support investment and trading operations. In this role, youâll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iâm filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingâboth personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreHow To Define A Legacy
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 â a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…
Read MoreVance Wealth Recognized as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California â Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth’s enduring commitment to excellence, visionary leadership, and exceptional service. The Inc. 5000…
Read MoreLegacy Series: Choosing A Trusted Contact
Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual youâve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you…
Read MoreProtecting Your Legacy – 5 reasons families lose their legacy over time
After a lifetime of success, it all comes down to the family legacy youâll leave behind. How are you protecting yours? You may have heard the old Chinese adage: âWealth never survives three generations.â While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is…
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