Vance Wealth surpasses $500 million in assets under management
Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers
Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management.
The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than 1,500 total firms, according to Investment News.
“This milestone is a reflection of the hard work our team has put in over the years, as well as our ability to help our clients create the financial futures they imagine,” said John Vance, president and visionary of Vance Wealth. “But most importantly, this achievement is a reflection of our clients’ trust and loyalty. We wouldn’t be here without them – we achieved this together.”
Vance Wealth got its start in 2003, as an independent firm and Raymond James affiliate. The firm started with $0 assets under management and was owner-operated.
Since its founding, the firm has remained dedicated to one of its most crucial core values, a commitment to continuous growth, and it has grown according to plan ever since. In 2020, the firm became an RIA, and today Vance Wealth has expanded to 14 employees and is continuing to grow according to plan.
“Our mission is to help our families and businesses succeed at every step of their financial journey, inspiring them to achieve more. I’m excited about this next step because, as we grow, it allows us to attract and retain talented and qualified team members,” Vance explained. “We’re able to provide better resources, create a more streamlined experience, and ultimately help our clients achieve even more. As we grow, we can continue to better serve our clients and our clients’ children for decades to come.”
To schedule a complimentary consultation with a Vance Wealth adviser, please contact 661-775-0950 or visit vancewealth.com.
About Vance Wealth
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping families and businesses succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. To schedule a consultation and learn more, call 661-775-0950, email firstname.lastname@example.org or visit VanceWealth.com.
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.