Vance Wealth

Vance Wealth Vance Wealth utilizes a team approach to help clients manage their wealth & organize their finances Vance Wealth, Inc.

With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.

Our team spent the morning at the 2026 Economic Outlook, hosted by SCV EDC and College of the Canyons and presented by L...
10/09/2026

Our team spent the morning at the 2026 Economic Outlook, hosted by SCV EDC and College of the Canyons and presented by Logix Federal Credit Union. 📊

Jerrod Ferguson, Anthony Goring, and Bronson Feuer joined local executives to hear Dr. Mark Schniepp's forecast for the Santa Clarita Valley, plus state, national, and global trends. A panel of leaders from RE/MAX, CBRE, TA Aerospace, Six Flags, and Cicoil followed with a candid conversation on resilience, innovation, and how SCV businesses are adapting.

Events like this keep us grounded in what's really happening in our community, so we can give business owners and families clearer guidance as they plan for 2027 and beyond.

Thank you to everyone who made it happen. We're proud to call Santa Clarita home. 🏔️

For 42 years, the SCV Chamber of Commerce has brought local business leaders together at the Oak Tree Golf Classic, and ...
10/07/2026

For 42 years, the SCV Chamber of Commerce has brought local business leaders together at the Oak Tree Golf Classic, and this year our whole Santa Clarita team was there for it. ⛳

We were proud to sponsor the 19th Hole party and spend the afternoon with the business owners, professionals, and neighbors who make this community special. And a big congrats to John Vance, Jerrod Ferguson, and Zach Johnson on taking home the tournament win! 🏆

Thank you to the Chamber team, our fellow sponsors, and every golfer who came out. Strong communities are built one relationship at a time.

Meet Lucas Mendoza, Planning Associate at Vance Wealth! 👋Behind the scenes, Lucas works closely with our advisors to hel...
09/30/2026

Meet Lucas Mendoza, Planning Associate at Vance Wealth! 👋

Behind the scenes, Lucas works closely with our advisors to help prepare financial plans, coordinate strategy discussions, and support the details that keep the planning process moving forward.

A Santa Clarita Valley native and TCU graduate, Lucas brings a passion for continuous growth, positive energy, and a collaborative spirit to our team. And when he’s not supporting the planning team, you might find him serving as our unofficial in house DJ! 🎶

Outside of work, Lucas enjoys lifting, running, golfing, reading, and spending time with friends and family.

We’re grateful to have you on Team Vance, Lucas!

A week to connect, reflect, and look ahead. 🌊Our leadership team spent the week in Avila Beach, stepping outside of the ...
09/25/2026

A week to connect, reflect, and look ahead. 🌊

Our leadership team spent the week in Avila Beach, stepping outside of the day to day to focus on the bigger picture, strengthen our alignment, and continue building toward what’s ahead for Vance Wealth.

Grateful for this time together and excited for everything to come!

Yesterday, our team teed off at Valencia Country Club as a Silver Sponsor of the 6th Annual SCV Sheriff's Station Golf T...
09/22/2026

Yesterday, our team teed off at Valencia Country Club as a Silver Sponsor of the 6th Annual SCV Sheriff's Station Golf Tournament. ⛳

Four of us hit the course, but the real win belongs to the deputies. Every dollar raised goes toward equipment, technology, and resources for the Santa Clarita Valley Sheriff's Station, supporting the people who look after our community every day.

Thank you to the Santa Clarita Valley Sheriff's Foundation for putting on a great event, and to everyone who came out to support it. Proud to call the SCV home. 💙

In the SCV, who knows you matters as much as what you do.That is the premise behind the SCV Chamber Small Business Counc...
09/17/2026

In the SCV, who knows you matters as much as what you do.

That is the premise behind the SCV Chamber Small Business Council breakfast, now just two weeks away. The October 1 panel covers word of mouth and networking strategies built for this business community. Vance Wealth and simplify365® are proud to sponsor.

October 1, 9:00 to 10:30 AM. Registration required at SCVChamber.com.

09/15/2026

Is gold really the "safe" bet? 📊

From 1980 to 1999, gold fell about 62% over nearly 20 years. The S&P 500's worst drop was about 51%, over just 16 months.

Short-term moves rarely tell the whole story. Perspective matters.

Two investors. Same market drop. A $1.4M difference in where they ended up.The gap wasn't timing or luck. It was how eac...
09/12/2026

Two investors. Same market drop. A $1.4M difference in where they ended up.

The gap wasn't timing or luck. It was how each one reacted.

In our latest video, Zach Johnson breaks down what short term fear costs long term investors, why discipline matters most when headlines are loudest, and how volatility can create opportunity for patient investors.

Watch the full video at the link in bio.

September 15 is the single biggest tax deadline between now and the end of the year.For many business owners it is two d...
09/08/2026

September 15 is the single biggest tax deadline between now and the end of the year.

For many business owners it is two deadlines stacked on the same day, and a strong summer can make the number bigger than the one your CPA calculated back in the spring.

Adjusting now is far cheaper than catching it in April. Swipe for what to check this week.

Questions about your own timeline? Send us a message.

🎉 Happy birthday, Shanele!As our Sales and Marketing Manager, Shanele brings energy, creativity, and a whole lot of fun ...
09/04/2026

🎉 Happy birthday, Shanele!

As our Sales and Marketing Manager, Shanele brings energy, creativity, and a whole lot of fun to everything she touches. She keeps our brand sharp, our teams aligned, and our client relationships growing stronger every year.

When she's not building strategy, you'll find her hiking, travelling, and spending time with her husband and daughters.

Wishing you a birthday as bright as the energy you bring to our team. 🥳

Address

26491 Summit Circle
Santa Clarita, CA
91350

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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