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

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.

06/01/2026

A new space built for powerful conversations.

Our new media room features a fully equipped 3-camera recording studio designed for podcasts, market commentary, webinars, client education, Q&As, and more.

From thought leadership to meaningful dialogue, this space was created to elevate the way we connect, educate, and share insight.

The future of financial media is personal, intentional, and high quality, and we’re just getting started.

05/27/2026

Small Business Spotlight: Koegle Law Group APC ✨⚖️

Koegle Law Group APC is a trusted law firm providing exceptional legal services in employment law, business law, real estate, and intellectual property. With over 40 years of litigation experience, their team is committed to helping businesses navigate legal challenges with integrity, transparency, and excellence.

Focused on proactive guidance and cost-effective solutions, Koegle Law Group empowers clients with the knowledge and support they need to succeed. ⚖️

05/22/2026

Team Spotlight: Nicki Lewis 🌟

We’re excited to spotlight Nicki Lewis, our Director of Coaching & Implementation at Vance Wealth!

With nearly 18 years of experience in servant leadership and advisor coaching, Nicki brings a passion for unlocking potential and helping others grow. From leading multi-billion-dollar offices to coaching hundreds of financial professionals, her impact is already being felt across our team and client experience.

Nicki is deeply committed to continuous growth, emotional intelligence and helping every team member become the best version of themselves. As she shared, “With the right leadership, the right coaching and the right environment, people don’t just succeed in their careers. They thrive in service to their clients.”

Outside the office, Nicki enjoys CrossFit, Pilates, reading and studying neuroscience and human behavior, all part of her pursuit of self-mastery and intentional leadership.

We’re grateful to have Nicki’s energy, insight and heart on the Vance Wealth team! 💙

05/19/2026

✨ Small Business Spotlight: ALLBRiGHT 1-800-PAINTING ✨

At ALLBRiGHT 1-800-PAINTING, it’s all about Painting Happiness™. Serving The SCV and all surrounding Los Angeles areas, their team is known for exceptional craftsmanship, outstanding customer service, and a true commitment to making every client happy.

From interior and exterior painting to community charity projects through their Paint-It-Forward program, ALLBRiGHT 1-800-PAINTING goes above and beyond in everything they do. Their values of better, brighter, and faster shine through every project and it’s why customers continue to trust and recommend them time and time again. 💙

05/13/2026

✨ Small Business Spotlight: ICE Recovery & Wellness Canter (Santa Clarita Valley)

At ICE Recovery & Wellness Center in Santa Clarita, recovery meets convenience. From cryotherapy and infrared sauna to IV nutrition and compression therapy, this all-in-one wellness hub is designed to help you feel your best faster.

Whether you’re healing from injury, boosting performance, or simply recharging, ICE brings together 10 trusted health and wellness providers under one roof to support your full-body recovery and vitality.

Founded by Santa Clarita native and former Division I athlete Troy, ICE is built on a passion for community, performance, and long-term wellness. 💪

Step in, slow down, and step back out feeling stronger, clearer, and renewed.

05/11/2026

In honor of Small Business Month, it feels like the perfect time to spotlight a resource that has made a real impact on how we operate at Vance Wealth.

What the Heck is EOS? by Gino Wickman breaks down the Entrepreneurial Operating System into a simple, practical framework that helps businesses gain clarity, accountability, and traction. It is not theory, it is a set of tools you can actually use.

At Vance Wealth, we implement this system and have seen firsthand how powerful it can be in aligning our team, strengthening communication, and keeping everyone focused on what truly matters.

For small business owners looking to grow with intention and structure, EOS is a great tool to explore.

Has anyone else read this or implemented EOS in their business?

05/10/2026

This Mother’s Day, we’re celebrating the incredible moms who shape our lives with love, strength, and sacrifice. 💐

Vance Wealth is proud to partner with Single Mothers Outreach to support single mothers and their children as they build brighter futures. When you give in honor of a mom who’s made a difference in your life, you’re also helping another family thrive.

To make your impact go even further, we’re matching donations up to $2,500, doubling the support for moms in our community. ❤️

Click the link in our bio and join us in honoring mothers everywhere this Mother’s Day.

05/08/2026

✨ Small Business Spotlight: SchlickArt (Santa Clarita Valley)

Founded in 2012, SchlickArt was built on one simple belief: empowerment brings out authentic confidence and it shows in every frame. What started as a creative vision has grown into a luxury visual marketing studio helping brands tell their stories through powerful, intentional imagery.

From concept to ex*****on, SchlickArt partners closely with clients to create strategic, polished visuals that reflect the heart of their brand. With a focus on storytelling, branding, and seamless client experience, they make content creation not just easy but impactful.

If you're looking to elevate your brand with visuals that feel as good as they look, SchlickArt is redefining what it means to show up with confidence.

📍 Santa Clarita Valley
💬 Be Yourself. Brand Yourself. Tell Your Story.

05/05/2026

National Small Business Week is a reminder of the impact business owners make every day, from creating opportunities to shaping stronger communities.

At Vance Wealth, we know success takes more than hard work. It requires a clear, forward thinking financial plan that supports your goals, fuels growth, and helps you stay in control year round.

That’s the purpose behind simplify365®, giving entrepreneurs the structure to stay organized, optimize taxes, and move forward with confidence.

📈 If you’re ready to run your business with more clarity and intention, let’s start the conversation.

04/30/2026

Financial literacy is a lifelong journey.

Throughout April, Financial Literacy Month encourages individuals to learn more about budgeting, investing, tax planning, and long-term financial strategies.

Understanding these concepts can help build confidence and create stronger financial foundations.

Small steps toward financial education today can lead to meaningful outcomes in the future.

What financial topic would you like to learn more about next?

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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