Blog, Political Commentary, Press Release
The “Big, Beautiful Bill” Just Passed – What Smart Families and Business Owners Should Do Now
By Bronson Feuer, Tax & Planning Strategist at Vance Wealth The most sweeping tax legislation since the Tax Cuts and Jobs Act is now law—and it's already reshaping how individuals and business own
Blog, Business Owner, Press Release
Vance Wealth Launches a New Resource for Business Owners
Your path to financial clarity just got smoother—welcome to our newly launched website, www.simplify-365.com. This exciting step forward is designed to make financial clarity, proactive tax planning,
Achieve More, Community, Financial Planning, Press Release, Team Update
John Vance Named In Forbes 2024 Best-in-State Advisors List
Santa Clarita, Calif. - Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outs
Financial Planning, Press Release
A Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better ser
Business Owner, Press Release
Santa Clarita wealth management firm creates new planning approach for business owners
Santa Clarita wealth management firm creates new planning approach for business owners Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif.