VANCE WEALTH

In financial planning, succession is more than a business strategy—it’s a responsibility. That’s why John Vance didn’t sell out—he invited in. By bringing Jerrod, Tyler, and Chris into ownership, we’re building a leadership team that’s aligned with the vision, values, and purpose that shaped this firm from the start. Our clients can expect the same trusted experience—now backed by a broader leadership team that’s invested in every way. 🌱 Learn how we’re building something that lasts → https://lnkd.in/gcH69bYd #SuccessionWithSoul #VanceWealth #LeadershipValues #StillLedByJohn #AchieveMore

Ownership News at Vance Wealth! We’re proud to share that Jerrod Ferguson, Tyler Tilton, CFP®, CEPA , and Chris Pelch are now officially owners of Vance Wealth! This leadership transition marks a significant step forward for our firm — one that secures our long-term independence, preserves our strong culture, and strengthens our commitment to serving our clients with excellence. As Founder and CEO John Vance, CFP®, CEPA®, CDFA® shared, “Growing ownership from within was the right way to do that.” 📣 Thank you to @ for helping us share this story with our Santa Clarita community! We’re honored to be recognized as a thriving local business and part of this incredible region. 📖 Read the full article here: https://lnkd.in/gs6RemEp 💬 Drop a comment below to help us celebrate Jerrod, Tyler, and Chris on this exciting milestone! #VanceWealth #LeadershipMatters #TeamGrowth #SuccessionPlanning #ClientFocused #SantaClaritaBusiness #WealthManagement #SCVLeaders #AchieveMore #SignalSCV #TheSignalSCV #LocalBusiness #santaclaritasignal

In honor of Financial Literacy Month, we’re helping families and business owners plan with purpose. Before you pass on wealth or a business, ask yourself: ✔️ Are they ready to receive? ✔️ Have you communicated clearly? ✔️ Have you planned for taxes? 📥 Download: “5 Questions to Ask Before You Inherit or Give” 👉 https://lnkd.in/gEQsknxa #PlanWithPurpose #FinancialLiteracyMonth #LegacyChecklist #VanceWealth #simplify365

🔔 Major Milestone at Vance Wealth We’re proud to share something deeply meaningful—three of our long-time leaders have officially joined Founder & CEO John Vance as owners of the firm. This is not a goodbye. In fact, it’s the opposite. It’s a promise. A promise that our values, independence, and commitment to care will endure for decades to come. Meet our new owners: • Jerrod Ferguson, CFP® • Tyler Tilton, CFP®, CEPA® • Chris Pelch, COO & CCO 💬 “I love what we do here—and I plan to be part of it for the next 25 years.” – John Vance Read the full story ➝ https://lnkd.in/gcH69bYd #VanceWealth #BuiltToLast #LeadershipNews #ClientFirst #FirmUpdate #StillLedByJohn #AchieveMore

One Page. Big Conversation. Financial Literacy Month is here — and we’re making it meaningful. Whether you’re giving, inheriting, or just starting to plan, this guide is your next step. ✔️ 5 key questions ✔️ 1-page download ✔️ A legacy worth building 📥 https://ow.ly/qR2E50VrOPa #SmartMoney #LegacyStartsNow #FinancialLiteracyMonth #VanceWealth #simplify365

🔎 Market Movers: Tariffs, Trends & Timing in 2025 At Vance Wealth, we believe informed investors make confident decisions — especially in times of uncertainty. Our latest market update explores the forces shaping today’s economic landscape, including: -Shifting tariff dynamics and their global impact -Inflation trends and Fed policy outlook -Volatility and investor sentiment How timing and strategy can make all the difference Whether you're advising clients, running a business, or managing your own portfolio, this article offers clarity on what’s driving the markets right now — and what it could mean for the road ahead. 📘 Read the full article here: 👉 https://lnkd.in/g73p5nw4 #VanceWealth #MarketInsights #FinancialPlanning #Tariffs #InvestmentStrategy #EconomicTrends #LinkedInFinance

Financial Literacy Is Family Literacy 💬 April is Financial Literacy Month — and true literacy goes beyond dollars and cents. It’s about preparing your family, your business, and your future with clarity and purpose. This 1-page checklist helps you start the conversations that matter. 📥 Download: “5 Questions to Ask Before You Inherit or Give” 👉 https://lnkd.in/gEQsknxa #FinancialLiteracyMonth #LegacyPlanning #VanceWealth #simplify365

What are some common mistakes high-net-worth families make when transferring wealth to the next generation? #FinancialPlanning #VanceWealth #InvestInYourself https://lnkd.in/gridV9Zj

As a business owner, managing finances can feel like a never-ending challenge. Are you: ❌ Struggling with overwhelming tax complexities? ❌ Optimizing your payroll and retirement plan design? ❌ Wondering how to align your finances with your business goals? simplify365® is the solution you’ve been waiting for. We simplify your financial life so you can focus on what truly matters—growing your business. https://lnkd.in/ggUZfj7F Let us handle the stress and give you back your time

🎉 Happy Birthday, Carrisa Flores! 🎉 Today, we’re celebrating Carrisa, who brings kindness, a strong work ethic, and an unwavering commitment to continuous growth to everything she does! She’s an incredible part of our team, always leading by example and inspiring those around her. 💛 We love this photo of Carrisa surrounded by family—because that’s exactly who she is! Someone who brings people together, creates special moments, and makes life better for those around her. Carrisa, we hope your day is as amazing and full of joy as you are! Wishing you a fantastic year ahead! 🎂🎁✨ Drop your birthday wishes below! ⬇️ 🎉 #HappyBirthday #Celebrate #Team