Investment advisory services offered through Channel Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material 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. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
| Website | http://www.channelwealth.com |
| Employees | 15 (6 on RocketReach) |
| Founded | 2020 |
| Address | 3760 State St Suite 201, Santa Barbara, California 93105, US |
| Phone | +1 805-898-0893 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Investment Advisory, Registered Investment Advisor, Financial Advisor, Wealth Management, Ria, Portfolio Management, Investment Planning, Retirement Planning, Financial Planning, Wealth Planning, Investment Strategies, Asset Management, Investment Solutions, Estate Planning, Long Term Investments, Securities, Financial Services, Retirement Accounts, Tax Planning |
| Competitors | Wealthfront, Betterment, Personal Capital, Schwab Advisor Services, Fidelity Investments, Merrill Lynch, Stash, Acorns, Robinhood, Vanguard +41 more (view full list) |
Looking for a particular Channel Wealth employee's phone or email?
Joe O'Flaherty is the Chief Investment Officer / Investment Advisor of Channel Wealth.
6 people are employed at Channel Wealth.
Channel Wealth is based in Santa Barbara, California.