How We’re Supporting Business Owners Beyond Financial Planning

Every business owner’s journey is unique filled with early wins, unexpected challenges, and the pressure to keep moving forward. At simplify365®, we understand how hard it can be to focus on long-term strategy when you’re caught up in the daily demands of running a business.

That’s why we believe in supporting entrepreneurs not only in financial meetings, but in the real world where ideas, momentum, and connection matter most.

Two of our Wealth Advisors, Niall Shaffery and Bronson Feuer, proudly serve on the Santa Clarita Valley Chamber of Commerce’s Small Business Council, a dynamic group of local leaders working together to empower and uplift fellow entrepreneurs.

Recently, the Council hosted Scaling Small Business: Challenges & Opportunities, a community event designed to bring business owners together to share stories, uncover strategies, and explore sustainable ways to grow. We were proud to sponsor the event and offer our support, both as a financial planning firm and as a peer in the business community.

Because for us, it’s never just about the numbers. It’s about the people—those building something lasting for their families, their teams, and their futures. We’re here to make that journey more manageable and, ultimately, more meaningful.

💬 Ready to Get Involved?

You don’t need to be a simplify365® client to connect with us or get involved in the local small business community.

If you’re a business owner looking to learn, grow, or give back, reach out to Niall at Niall.Shaffery@VanceWealth.com or Bronson at Bronson.Feuer@VanceWealth.com. You can also visit scvchamber.com to see upcoming events hosted by the Small Business Council.

Let’s keep building something great—together.

Vance Wealth, LLC (“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. This content is for informational purposes only and does not constitute personalized financial advice.