Financial Planning & Wealth Management
For Life's Transitional Events
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.
Financial Planning
Our approach brings depth and resource to provide sound advice in financial planning for clients navigating transitional events.
Wealth Management
Our team helps clients position their life savings so that they can sleep at night and remain focused on their long term goals.
Team Based Approach
It is unusual to collaborate in our industry… at Channel Wealth we are dedicated to work together on the behalf of our clients.
FIDUCIARY STANDARD
Our Services
Retirement Income Planning
Retire with Confidence
Qualified Plan
Design & Management
Institutional Investment Management
Corporations, Non-Profits,
& Endowments
Tax Minimization Strategies
Tax-Saving Tactics
Charitable Giving
Donor Advised Funds &
Charitable Remainder Trusts
Real Estate
1031 Exchange
Fiduciaries
& Trustees
Asset Management
& Reporting
Sale of a Business
Business Exit Strategy
WHY CHANNEL WEALTH
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.
Resources
Financial Planning Explained
See how we utilize technology to bring clarity and simplicity to complex situations.
Market Risk
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.
