Channel Wealth - Financial Planning & Wealth Management For Life's Transitional Events
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Experience our truly team based approach.

Channel Wealth offers a wide range of financial services tailored to our clients’ needs. Our diverse array of capabilities ensures clients receive comprehensive financial guidance and support.

Work With Us

Capabilities

  • Portfolio Management
  • Financial Planning
  • 401k Plan / Qualified Plan Administration
  • ESG Investing
  • Saving for Education / Education Planning
  • Navigate Divorce
  • Optimize Investments
  • Tax Efficient Investing
  • 1031 Exchanges
  • 721 Exchanges
  • Second Opinions
  • Portfolio Review
  • Transitional Wealth Specialists
  • Retirement Planning 401k Rollover
  • 401k Rollover
  • Concentrated Stock Positions

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3700 State St, Suite 240
Santa Barbara, CA. 93105

805-898-0893

8:30a - 5:00p
Monday-Friday

Sign up to Receive Periodic Investment Insights and Investment Tips

  • 805-898-0893
  • 3700 State St, Suite 240
    Santa Barbara, CA. 93105
  • 8:30a - 5:00p M-F
Investment advisory services offered through Channel Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.