Vance Wealth Recognized 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 a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth's enduring commitment to excellence, visionary leadership, and exceptional service.

The Inc. 5000 award holds profound significance within the business community, spotlighting companies that exemplify remarkable growth, innovation, and resilience. Vance Wealth's inclusion in this reputable list 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 embarked on a journey driven by a passion for helping families and businesses succeed at every step of their financial journey — inspiring them to achieve more, guiding them through difficult decisions, celebrating life's joys, and remaining a trusted partner in every moment in between. Under John's leadership, the company rapidly grew. The company's evolution continued as it officially became a Registered Investment Advisor (RIA) in 2020, further solidifying its commitment to exceptional financial guidance.

"As the Founder and Visionary Leader of Vance Wealth, I wholeheartedly believe in investing in our team's growth and treating them with the same care we provide our clients. This philosophy shapes our unique and unparalleled culture. Our achievements go beyond numbers; our success is driven by a strong team, fostering collaboration, innovation, and trust. Our expertise in tax strategies, wealth management, and financial planning, combined with our exceptional team members, has propelled us to the Inc. 5000 list. I am confident that our team's dedication and shared values, coupled with our clients' trust, have created an environment where clients are not only supported but also inspired to achieve more. This philosophy remains at the core of all we do as we evolve and expand," stated John Vance. 

Guided by a set of core values, Vance Wealth stands as 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 entrepreneurs 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, Director of Marketing 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.

Methodology: Companies on the 2023 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, 2022. (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.