Posts Tagged ‘vance wealth’
Behind the Scenes at Vance Wealth’s First Development Week
In January, Vance Wealth brought its team together for the firm’s first-ever Development Week, welcoming remote team members to the office for a week centered on connection, growth, and alignment. The week paired coaching sessions and team meetings with intentional time together — shared lunches, a leadership dinner, an impromptu cocktail hour, and even a…
Read MoreBuilt for Every Season
How Thoughtful Planning Helps Weather Market Uncertainty There’s a quiet wisdom to the natural world. Every winter, gardens seem to wither. Trees shed their leaves, and for a moment, life feels paused. But anyone who’s lived through the seasons knows this isn’t the end. It’s a moment of rest, of storing energy for the next…
Read MoreSummer Reflections from John Vance
A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…
Read MoreVance Wealth Team Member Spotlight
Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…
Read MoreStaying the Course: Confidence in Uncertain Times
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
Read MoreIn the Community
Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…
Read MoreLegacy Series: Instilling Financial Responsibility in the Next Generation
A CONVERSATION WITH JERROD FERGUSON, OWNER & VICE PRESIDENT AT VANCE WEALTH How do we prepare the next generation to handle wealth with wisdom? It starts with small habits that lead to big lessons. One of my favorites is the Three Bucket Rule. Anytime my kids receive a dollar, we divide it like this: •…
Read MoreStrategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
Read MoreLegacy 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 isn’t easy, and there are three common mistakes we often see—mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
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