Channel Wealth - Financial Planning & Wealth Management For Life's Transitional Events
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Financial Planning & Wealth Management

For Life's Transitional Events

channel  \chan·nel\  n.  to serve as a medium for

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 Managment

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.


We are a fee-only fiduciary wealth management firm. This means that we are legally obligated to act in your best interests, always. We do not receive commissions or other compensation from any financial products or services we recommend, so you can be confident that our advice is unbiased.
Fiduciary Wealth Management Firm California

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

& Trustees

Asset Management
& Reporting

Sale of a Business

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.


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.