At Channel Islands Tax & Wealth Management, our mission is to work with clients seeking a clear vision of their future to implement a financial strategy to help them live with purpose, more security, and greater peace of mind. We offer value as we customize tax strategies to each client, allowing them to take charge of their financial destiny.
Clear Vision
As you plan for your future, it is imperative to have a clear vision of what is ahead. Our goal is to get to know you and understand what your ideal future looks like. Working together, we build a road map that will take you from where you are to where you want to be.
Added Value
As a CPA, Tim adds incredible value to your financial plan as he works to help you take advantage of tax-saving strategies to add to the bottom line of your investments. This technique of total portfolio management helps you arrive at your financial destination in the most efficient way possible.
Our Process
We help our clients in the pursuit of their goals and dreams with a comprehensive financial plan.
About Us
As a third generation Californian, Tim understands the value of a commitment. Learn how citrons taught Tim the values of hard work and respecting the environment.