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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.

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.

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!

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!

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. 💙

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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