Brandy Sanchez Vance Wealth Thumbnail 1016x572 - VANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager

VANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager

Shanele Stoll Community, Team Update

With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best team possible, so we can serve our amazing clients at the highest level.” Born and raised in the Santa Clarita Valley, Brandy attended post-secondary school …

Vance Wealth Team Photo

Vance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting

Shanele Stoll Achieve More, Community, Press Release

  After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, that’s exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even more, John’s first child was due within the month. “Needless to say, I took on a lot of responsibility during an uncertain time, but …

Jerrod & Vance Wealth Logo

2022 Quarter 2 Market Update

VanceWealth Market Update

Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of one of the 25 worst days1. Another way of putting it is that market timing is not a recommended investment strategy.   There is usually …

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Vance Wealth surpasses $500 million in assets under management

VanceWealth Achieve More, Press Release

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 …

Sudden Wealth

Turn Sudden Wealth Into Forever Wealth

VanceWealth Sudden Wealth

We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …

Advanced 401k Primary Logo Black Text 2017 1016x383 - CalSavers Penalties on the Horizon

CalSavers Penalties on the Horizon

VanceWealth Business Owner

CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more.  It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …

team photo

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 …

Patti Handy

Patti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.

Shanele Stoll Tax Issues, Woman's Wealth

As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end: Convert your IRA to a Roth IRA: With a Roth IRA, all future withdrawals are tax free, and all gains and earnings grow tax free. …

4 COM EmpoweringHearts logo - In the Community - Join Us For Empowering HeArts

In the Community – Join Us For Empowering HeArts

Shanele Stoll Charitable Giving, Community

If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. “Empowering HeArts is a celebration of women who have changed lives and shaped their communities amidst adversity,” explained Director of Productivity Tara White, who is also a …

JV Cover 1016x677 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Community

To Our Vance Wealth Friends and Family,   While we’ve been committed to continuous growth in the office, at home our family has been enjoying the last few months while everything feels the same. We hosted a backyard graduation party with some family and close friends before Lauren and Evan head off to Boise State University in August. We’re all very excited to see them start the next chapter of their lives but until we see them off, we’ll be …