Tag: Channel Wealth

Channel Wealth surpasses $1 billion in client assets and expands State Street headquarters

SANTA BARBARA — Channel Wealth, a boutique financial planning and wealth management firm, is proud to announce it has surpassed $1 billion in client assets as of November 2025. To support this growth and enhance client service, the firm has expanded to a new State Street office location and larger office space, reinforcing its long-term commitment to the Santa Barbara community.