Our Approach
We take complex financial concepts and turn them into easy-to-understand ideas.
Our History
Our unique approach has evolved through decades of experience in public accounting and wealth management.
We Assist Individuals and Business Owners Plan for a Lifetime of Prosperity
With over 25 years of tax and money management experience, we have the expertise and knowledge to help you prepare for the next steps in your life. We work with a wide variety of clients, from individuals to business owners--see how we can help you today.
Find out how we can assist you with the following:
- Taking charge of your financial future.
- Self-employment money strategies.
- The business owner’s consultant.
- Money-saving tax strategies.
- Taxes and Bookkeeping.
- Retirement Planning.
If you have any questions, don’t hesitate to reach out. We look forward to speaking with you.
Tax-Managed Strategy of Investing
Learn how a tax-managed strategy helps our clients minimize capital gains and other fund distributions to mitigate the tax drag on portfolio performance on taxable accounts. Using this technique of total portfolio management, you can receive the benefits of an extremely tax-efficient plan implementation.
Where do you want your financial roadmap to take you?
Finding a path as you navigate to fulfilling your financial dreams is best done when partnered with a trusted partner like Channel Islands Tax & Wealth Management. With our tax and money-management experience, you’ll find value at every turn.