What are the opening hours?

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.

07/13/2026

Behind the scenes at our Costa Mesa office. 🎬

We're spending the week filming new content, sharing insights, and bringing you along as we continue growing our presence in Orange County.

From financial planning conversations to behind the scenes moments with our team, we're creating resources designed to keep you informed and connected.

More content is on the way, and we can't wait to share it with you.

07/09/2026

Eight years of dedication, thoughtful support, and making a difference every single day.

Happy Vanceiversary, Tara! Thank you for everything you do behind the scenes to keep our team organized, our events running smoothly, and our clients and team members supported. Your hard work and positive attitude make a lasting impact, and we're so grateful to celebrate this milestone with you.

Happy 8 years! 🎉💙

07/07/2026

Collaboration is one of the best ways to move our industry forward.

Our COO, Chris Pelch, recently had the opportunity to attend Dimensional's COO West Forum in Portland, where Chief Operating Officers from leading RIAs across the western United States came together to discuss the opportunities and challenges shaping our profession.

One theme stood out throughout the conversations: no matter a firm's size, location, or stage of growth, many of the same operational challenges continue to surface. Sharing ideas and learning from one another helps us all build stronger firms and better serve our clients.

Thank you to Dimensional for bringing together such an insightful group of leaders. We are grateful to be part of a community that values collaboration and continuous improvement.

07/04/2026

Happy 250th, America. 🎆

1776 → 2026. A lot has changed.

What hasn't changed: the belief that building something lasting is worth it.

Happy Independence Day from Vance Wealth. 🎇

💬 What does financial freedom look like for you?

07/02/2026

America turns 250 this July 4th.

In 1776, there was no stock market. No central bank. No stable currency.

The Continental dollar was printed to fund the Revolution — and collapsed so fast that ""not worth a Continental"" became slang for worthless.

Wealth = land. Retirement = work until you can't.

Two and a half centuries later? The U.S. runs the world's largest financial system.

💬 What piece of American financial history surprises you most?

06/30/2026

We just got these photos back from the 34th Annual Silver Spur Celebration, and we're so glad some of our team members had the opportunity to attend.

It was a wonderful evening celebrating community, philanthropy, and this year's Silver Spur Community Service Award honoree, Ed Masterson, whose longtime support of College of the Canyons and the Santa Clarita Valley continues to make a meaningful impact.

Thank you to the College of the Canyons Foundation for hosting such a memorable event. We're grateful to be part of a community that values giving back and investing in the future.

06/25/2026

At Vance Wealth, our Tax Due Diligence™ process is designed to provide an added level of care, bringing clarity, accuracy, and confidence to the numbers our clients rely on.

We take a deeper look to help identify inconsistencies, validate reported information, and ensure returns are reviewed with the attention they deserve. Because when it comes to tax planning, details matter.

Learn more at the link in our bio/blog.

06/22/2026

Team Member Spotlight: Zach Johnson

A UC Berkeley graduate and former Golden Bears football player, Zach brings a team-first mindset to his role as Operations Specialist at Vance Wealth. He supports our advisory team in delivering a seamless client experience while pursuing the advisory track and working toward his CFP® designation.

We're proud to have Zach on the VW team.

06/17/2026

We asked our team: What helps you show up at your best each day?

Swipe to see what they said.

The team behind your financial plan shows up because they truly care — about growth, about each other, and about you.

We're proud of this team. Every single day. 💚

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.

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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