Vance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to excellence, visionary leadership, and exceptional service.
The Inc. 5000 award is a highly respected accolade within the business community, highlighting companies that demonstrate remarkable growth, innovation, and resilience. Vance Wealth’s inclusion in this reputable list for the second year in a row is a testament to its steadfast dedication to delivering caring and comprehensive wealth management for each family and business owner it serves.
Founded by John Vance in 2003, Vance Wealth began with a clear mission: to help families and businesses succeed at every step of their financial journey. Whether guiding clients through difficult decisions, celebrating life’s milestones, or being a trusted partner in between, Vance Wealth has always focused on inspiring its clients to achieve more. The company’s evolution has been marked by continuous growth, including becoming a Registered Investment Advisor (RIA) in 2020, which further solidified its commitment to providing exceptional financial guidance.
“As the Founder and CEO of Vance Wealth, I am filled with gratitude for our continued growth and for receiving this honor two years in a row,” said John Vance. “Our success is not just in the numbers; it’s in the dedication and shared values of our incredible team. By investing in their growth and fostering a culture of collaboration, innovation, and trust, we have created an environment where both our team and our clients thrive. This recognition from Inc. 5000 is a reflection of the passion and commitment that drives us forward, and we are deeply thankful to our clients for their trust and partnership as we continue to grow and expand.”
Guided by a set of core values, Vance Wealth remains a beacon of excellence:
- Be passionate, positive, and present.
- Committed to continuous growth.
- Inspire balance in life.
- Collaboration drives success.
- A healthy urgency to get things done.
The company’s relentless focus on these values has driven its growth and positioned it as a trailblazer in the financial industry. With an unwavering commitment to helping business owners and families at every phase of their financial journey, Vance Wealth has made a memorable mark on its clients’ lives.
For media inquiries and further information, please contact:
Shanele Stoll, Sales & Marketing Manager at [email protected]
Vance Wealth, Inc. (“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. Being named an Inc. 5000 Company is designated by Inc. Business Media, awarded in 2024. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
Vance Wealth, Inc. (“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. Being named an Inc. 5000 Company is designated by Inc. Business Media, awarded in 2024. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
Methodology: Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2023. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. About Inc.: Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.
