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

Vance Wealth

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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.

11/03/2026

If your bond holdings felt bumpy this fall, you’re not alone. 📉

Rising Treasury yields pushed bond prices lower in 2026, driven by heavy borrowing, energy related inflation pressure, and a resilient economy. But rate shocks have happened before, and history offers useful perspective on what can come next.

Our Founder and CEO John Vance walks through what happened, why, and how we’re responding in a short video. Tap the link in bio to watch.

10/30/2026

Team Member Spotlight: Sierra Ca****la ✨

Meet Sierra, our Planning Associate! She started at Vance Wealth as an intern while earning her financial planning degree at CSUN, and now helps advisors prepare for meetings, review tax returns for planning opportunities, and refine our workflows so they can spend more time with clients.

A Santa Clarita native, Sierra teaches Pilates at True Barre, loves reading and the outdoors, and is counting down to her wedding this fall! 💍

Thank you for being so passionate, positive and present, Sierra! 💙

10/27/2026

🔒 It’s Cybersecurity Awareness Month!

Scammers are getting smarter, but a few simple habits keep your finances safer:

✅ Turn on two-factor authentication
✅ Freeze your credit (it’s free!)
✅ Never send money based on an email or text alone
✅ Slow down. Real institutions don’t rush you.

Got a message that feels suspicious? Give us a call before you click. We’d rather double check with you than have you second guess. 💙

10/22/2026

Always learning, always growing. 📚

Jerrod Ferguson is at Dimensional’s 2026 Practice Management Symposium this week, joining advisors from across the country to talk about the future of financial advice. Topics include serving the next generation of investors and new research from keynote speaker Michael Kitces.

Our clients deserve advisors who keep sharpening their skills, and we can’t wait to hear what Jerrod brings home. 💡

10/20/2026

A little late, but we couldn't miss the chance to wish Lucas a very Happy Birthday! 🥳🎉

Lucas, thank you for bringing your positive energy, great attitude, and of course, your talent as our unofficial office DJ! 🎶 You always keep the good vibes going, and we're so lucky to have you on the Vance Wealth team!

We hope you had an amazing birthday filled with all your favorite things! Cheers to another great year! 🎂🎈

10/16/2026

That’s a wrap on our Annual Sip ’n’ Shred! 🏈🍷

Thank you to everyone who came out for food, w**e, Seahawks vs. Falcons, and a whole lot of shredding. We loved seeing so many familiar faces (and some new ones too).

Same time next year? 🙌

10/15/2026

Walking in purple, for a purpose 💜

Our team joined Child & Family Center’s Purple Walk to stand with survivors of domestic violence and the children impacted by abuse. Their services, including emergency shelter, a 24-hour hotline, counseling, and legal advocacy, are completely free for families who need them.

Thank you to everyone who walked with us, pups included 🐾 Every step helps bring hope, safety, and healing to our community.

10/13/2026

Vance Wealth was proud to be a Silver Sponsor of the 6th Annual SCV Sheriff's Station Golf Tournament at Valencia Country Club. ⛳

Zach Johnson, Anthony Goring, Lucas Mendoza, and Bronson Feuer represented our team on the course for a day of golf, good company, and a cause worth showing up for.

Proceeds provide equipment, technology, and resources for the Santa Clarita Valley Sheriff's Station and the deputies who serve our community every day. Supporting the people who keep the SCV safe is one of the most meaningful ways we can invest in the place we call home. 💙

Thank you to the Santa Clarita Valley Sheriff's Foundation for a well-run event, and to the sponsors, volunteers, and golfers who made it a success.

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. 🏔️

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.

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

Website

http://www.VanceWealth.com/

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