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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.

06/15/2026

Thank you to the SCV Chamber for hosting another successful Business Expo. It was a pleasure connecting with fellow professionals, learning about local businesses, and strengthening relationships within our community. Grateful for the conversations and connections made throughout the event.

06/12/2026

Honored to see our founder, John Vance, recognized as the Ultimate Financial Professional in the 8th Annual Ultimate Gentlemen in Business Awards. 🏆

For over 20 years, Vance Wealth has been committed to helping families and business owners think differently, act purposefully, and achieve more.

Thank you to our clients, team, and community for being part of this journey.

The Ultimate Financial Professional award is designated by élite Magazine and was awarded in 2026 as part of the 8th Annual Ultimate Gentlemen in Business Awards. Winners were selected based on reader voting conducted by élite Magazine. The advisor did not pay a fee to receive the award, and award recipients do not pay for ad space or promotional products.

06/10/2026

The news feels heavy right now. We get it, and so do our clients.

But here's the thing about a well-built financial plan: it doesn't panic. It doesn't react to every headline. It was designed with the expectation that moments like this would come.

Your plan is built for all weather. 🌦️

Not just the calm, the storms too.

For more information read our new blog post, link in bio.

06/08/2026

Mark your calendar! The Vance Wealth team will be exhibiting at the Santa Clarita Valley Business Expo on June 11, 2026!

📍 Valencia Town Center — 24201 Valencia Blvd., Santa Clarita
🕓 4PM – 7PM
🎟️ Free entry

Hosted by the Santa Clarita Valley Chamber of Commerce, this is one of the best opportunities in the region to connect with fellow business owners, entrepreneurs, and professionals all in one room.

Whether you're thinking about retirement planning, business exit strategy, tax efficiency, or just want to understand how a financial plan could work harder for you, stop by our booth and let's have a conversation.

We'd love to see you there. Tag a business owner or entrepreneur who should come along! 👇

Learn more at www.SCVChamber.com

06/04/2026

Meet Our Summer Intern: Elias Magos! 🌟

We're excited to welcome Elias to the Vance Wealth team this summer!

Originally from North Hollywood, California, Elias is currently studying Business Administration with a concentration in Financial Planning at Biola University. His passion for helping others and interest in financial planning make him a great addition to our team.

When he's not in class or at work, you can find Elias spending time with friends and family, playing baseball, pickleball, or spikeball, reading a good book, or exploring the outdoors.

When asked about his favorite Vance Wealth core value, Elias chose ""Be Passionate, Positive, and Present."" He appreciates how this value brings together everything Vance stands for and believes that living it out intentionally requires embracing all of our core values each day.

Join us in giving Elias a warm welcome! 👏☀️

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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.

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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