Vance Wealth Expands Presence with New Office in Newport Beach

Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community

Newport Beach, Calif. – Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its commitment to delivering tailored financial strategies and unparalleled service to clients in the Newport Beach area.

“We are thrilled to bring Vance Wealth’s expertise and personalized approach to the vibrant community of Newport Beach,” said John Vance, Founder & CEO of Vance Wealth. “This expansion underscores our dedication to empowering individuals and businesses with clarity, confidence, and a roadmap to financial success.”

The Newport Beach office, under the leadership of Vice President Tyler Tilton, CFP®, CEPA® will provide a comprehensive suite of wealth management services meticulously tailored to each client’s unique goals and aspirations. With a steadfast focus on fostering long-term relationships and delivering exceptional results, Vance Wealth aims to simplify the complexities of financial planning and guide clients towards achieving their financial objectives with precision and purpose.

“I am honored to lead our team in Newport Beach and serve as a trusted partner to individuals, families, and businesses in navigating their financial journeys,” said Tyler Tilton. “At Vance Wealth, we are committed to delivering innovative solutions and unwavering support to help our clients achieve their financial goals and aspirations.”

Since its inception in 2003, Vance Wealth has been dedicated to providing cutting-edge financial planning strategies and unwavering support to clients across generations. With the opening of its Newport Beach office, Vance Wealth reaffirms its mission to empower clients to make informed financial decisions and build a secure future.

For more information or to schedule a consultation, please visit VanceWealth.com or contact Tyler Tilton directly at Tyler.Tilton@VanceWealth.com.

Disclosures: 

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. For additional information, please visit our website at www.vancewealth.com.