Our unique approach has evolved through decades of experience in public accounting and wealth management. 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.
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.
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.
Services
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.
As a third-generation Californian, Tim has gleaned lessons about commitment, preservation, and hard work from his family. Tim spent much of his youth on his family's citrus ranch in Moorpark. He developed his outstanding work ethic by working from dawn to dusk during citron harvest. The lessons Tim learned while working for his grandfather define his personal and professional life today.
As a lifelong tennis player, Tim knows the right strategy will make a big difference in a close match. This same commitment to strategy is why individuals and business owners look to him to create an individualized plan that minimizes their tax burdens and maximizes their retirement planning and financial future.
What sets us apart from the others at Channel Islands Tax & Wealth Management is our process and approach to our clients. We help our clients define their goals and help with their dreams. It may sound like fantasy, but it is a straightforward process with the assistance of a comprehensive financial plan.
Tim grew up working in his grandfather's California citrus orchards, and that is where he found both his love for hard work and his passion for the environment. Tim attended California State University of Northridge and graduated in 1981 with a Bachelor of Science in finance and investments. He started his service in the public accounting industry following graduation.
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