Channel Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
3700 State St Ste 240, Santa Barbara, Ca...Phone Number
(805) 898-0893Website
www.channelwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Channel Wealth
Channel Wealth is a boutique financial services firm based in Southern California, specializing in personalized wealth management and financial planning. They serve as fiduciaries, providing unbiased financial advice to help clients navigate transitional events and achieve their long-term goals. Their services include retirement income planning, institutional investment management, and tax minimization strategies, catering to individuals, corporations, non-profits, and endowments. The firm is dedicated to building long-lasting partnerships with clients, ensuring their financial success and peace of mind.Explore more
Channel Wealth Org Chart
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Channel Wealth is a boutique financial services firm based in Southern California, specializing in personalized wealth management and financial planning. They serve as fiduciaries, providing unbiased financial advice to help clients navigate transitional events and achieve their long-term goals. Their services include retirement income planning, in... Read More
