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.

09/02/2026

$71 billion in 2019. A projected $986 billion by 2028.

That's what the five largest hyperscalers are putting into AI infrastructure, and it's starting to show up in their free cash flow. John Vance explains what that shift means for investors in our Mid-Year Market Update.

Watch the full update on our YouTube channel, linked in our bio.

Meet Niall Shaffery, CFP®, Wealth Advisor.A Santa Clarita native, Niall studied finance at Colorado Mesa University and ...
08/27/2026

Meet Niall Shaffery, CFP®, Wealth Advisor.

A Santa Clarita native, Niall studied finance at Colorado Mesa University and joined our team as an intern before coming on full time in 2021. At just 25, he earned his CFP® certification.

He works primarily with our business owner clients, laying the groundwork behind every strategy and making sure each client gets a quick answer and a thorough one. Off the clock, he is playing pick-up soccer, running, hiking, or spending time with family and friends.

Grateful for you, Niall.

This weekend, we were honored to support the 13 Souls Run as a sponsor and proud to have our own Bronson Feuer participa...
08/24/2026

This weekend, we were honored to support the 13 Souls Run as a sponsor and proud to have our own Bronson Feuer participate in the run.

The 13 Souls Run brings the community together to remember and honor the 13 U.S. service members who lost their lives on August 26, 2021, during the evacuation in Kabul, Afghanistan.

As we mark five years since that tragic day, we are grateful to support an event dedicated to remembrance, service, and giving back to veterans and their families.

Proud of Bronson for representing Vance Wealth and joining our community in honoring the 13 souls who made the ultimate sacrifice. ❤️🤍💙

Happy birthday, Tyler! 🎉Partner, Wealth Advisor, and the guy our business owner clients count on to stay two steps ahead...
08/20/2026

Happy birthday, Tyler! 🎉

Partner, Wealth Advisor, and the guy our business owner clients count on to stay two steps ahead. We are lucky to have you leading the way in our Orange County office. Hope today is a good one.

Lunch, learning, and a lot of good questions. We spent time with the team at Law Stein Anderson in Orange County talking...
08/19/2026

Lunch, learning, and a lot of good questions. We spent time with the team at Law Stein Anderson in Orange County talking through the tax planning opportunities that show up in estate work every day. Grateful for partners who care as much about their clients' full picture as we do.

Good food, great company, and plenty of summer sunshine ☀️Our Vance Wealth BBQ brought coworkers and families together f...
08/14/2026

Good food, great company, and plenty of summer sunshine ☀️

Our Vance Wealth BBQ brought coworkers and families together for an afternoon filled with delicious food, laughter, and lasting memories. We are grateful for the wonderful people who make our team feel like a family.

08/13/2026

The labor market is cooling, but it is not stalling.

Job growth has slowed, unemployment remains relatively low, and wage growth is moderating. What could these shifts mean for inflation, interest rates, and investors?

Watch this clip from our Midyear Market Update for our perspective, and reach out to discuss what today’s market could mean for your financial plan.

Together, focused, and ready to gain traction. 🙌Last week, our remote and local employees came together for EOS Week, cr...
08/10/2026

Together, focused, and ready to gain traction. 🙌

Last week, our remote and local employees came together for EOS Week, creating a valuable opportunity to connect, strengthen our shared vision, and gain greater clarity around the goals ahead.

It was a meaningful week of learning, collaboration, and team development that left us stronger and more aligned than ever. ✨

08/06/2026

A backpack is more than school supplies. It's confidence, opportunity, and a fresh start.

We're honored to support Single Mothers Outreach's Beyond the Backpack campaign, and we're matching every donation up to $2,000 to help even more students begin the school year with confidence.

Join us by donating today https://onecau.se/_myg3q1

Strong team, stronger community 💪✨We traded our desks for the barre today and had the best time taking class with our ve...
08/05/2026

Strong team, stronger community 💪✨

We traded our desks for the barre today and had the best time taking class with our very own Sierra! So proud to support one of our own while getting in a great workout together. Thanks, Sierra, for leading such an amazing class! 🩵

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

Alerts

Be the first to know and let us send you an email when Vance Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share