channel \chan·nel\ n. to serve as a medium for
We are a boutique financial services firm that provides sound financial planning and wealth management advice as a fiduciary for our clients. We thrive on helping people understand their finances and achieve their goals.
Our approach brings depth and resource to provide sound advice in financial planning for clients navigating transitional events.
Our team helps clients position their life savings so that they can sleep at night and remain focused on their long term goals.
It is unusual to collaborate in our industry… at Channel Wealth we are dedicated to work together on the behalf of our clients.
Retire with Confidence
Design & Management
Corporations, Non-Profits,
& Endowments
Tax-Saving Tactics
Donor Advised Funds &
Charitable Remainder Trusts
1031 Exchange
Asset Management
& Reporting
Business Exit Strategy
At Channel Wealth, we are committed to empowering our clients with personalized financial solutions and guidance to achieve their aspirations. Our comprehensive approach to financial planning involves cultivating positive and productive connections with each individual, ensuring we understand their unique needs and goals. Our financial advisors build long-lasting partnerships that lead to financial success and peace of mind for all who entrust their future to us.
See how we utilize technology to bring clarity and simplicity to complex situations.
Take our survey to see if you are taking more (or less) risk in your accounts than you think you are. Draw down analysis is important to make sure you can stay the course during volatile markets.
