Empowering You with Financial Confidence
Our team has decades of experience providing investment and wealth management solutions for our clients. You have your own unique story, so we take the time to understand you on an individual level so we can formulate a tailored plan around your specific goals and needs.
Our primary mission is to break down the daunting aspects of wealth management into bite-sized pieces so you’re not in the dark about your plan.
Services
Retirement planning
Our retirement planning services are focused on helping ensure you can achieve your ideal retirement lifestyle. We’ll discuss your retirement goals, from wanting to travel the world, enjoying your time at home, and everything in between. And once you’ve finally retired, we can help propose and manage strategies around the timing of when to take Social Security, your distribution planning, and cash flow.
Start Planning TodayEstate and legacy planning strategies
Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Whether we work with your existing estate planning team or recommend qualified professionals from our extensive network, our team tackles your estate planning issues to help ensure that your wishes are appropriately carried out when the time comes. We’ll also help plan for other end of life concerns, such as planning for incapacity, helping you understand the various ways to title your assets, and selecting the right executor/trustee(s) to help oversee your plans.
Preserve Your LegacyEducational savings strategies
Saving for your child’s or grandchild’s education doesn’t have to derail your retirement savings plan. Many families use some combination of savings, investments, borrowing, and financial aid (if available). We can utilize a vast array of available college savings options, including 529 savings plans, custodial accounts in the child’s name, Coverdell Education Savings Account, educational trust funds designed for your child’s education, and private lending.
Education Prep Starts NowPhilanthropic giving strategies
As you aim to maintain and grow your wealth, we can work with you to bring your strategic philanthropic and giving vision to life. Our clients find that they can make a positive impact on their community by creating charitable plans centered around organizations or causes that are close to their heart. We can work with you to realize those goals while also highlighting any potential tax benefits that are applicable.
Helping You Help OthersTrust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
The Channel View Wealth Advisors Team
FAQs
Are you taking new clients?
Yes! Our team is adding and servicing new relationships. If you are seeking a new advisor relationship or have someone close in your life that is actively seeking, please keep us in mind.
Do you have an investment minimum?
Our soft minimum at the current time is $500,000. However, this minimum can be waived at our discretion. We would encourage you to reach out so we can have a conversation and determine if there is a proper fit or not.
Does your advice encompass all my investments, or just those held internally?
As part of our holistic approach, we understand that every investment asset you own is critical to your financial well-being. We periodically help clients review their 401(k) allocations, employer stock incentive plans, and other investments that are unable to be held directly with our team.
How do you determine what to invest in?
Everything revolves around you. With investing, we believe there is no “one size fits all.” In our conversations, we will determine and confirm your risk profile, then identify proper allocations for different buckets of money, depending on the objectives and time horizon of each bucket. Once we have that framework, we can recommend the most appropriate investment vehicles to accomplish these objectives.
Do you help with more than just investments?
Of course. We cover a broad scope of financial issues, as detailed further on our “Services” section. Liability strategies, cash flow planning, insurance coverage, gifting strategies, and estate planning strategies are all part of our process.
Is your team able to provide guidance to my children or grandchildren?
Absolutely. We view wealth as a multi-generational subject. We are here to help your entire family lay the foundation for their own financial lives and to prepare future heirs for the responsibility that lies ahead.
How do I pay for your services?
Our most standard form of compensation is charging a percentage rate on assets that are held in advisory investment programs. All fees and expenses will be discussed prior to establishing your relationship and we do not charge for our initial consultative process.
Awards & Accolades
FORBES
BEST-IN-STATE WEALTH ADVISORS
2024-2025
Nick Sondgeroth
Managing Director
Top Next-Gen Wealth Advisors Best-In-State
2022-2025
Nick Sondgeroth
Managing Director
Pacific Coast Business Times’
40 Under 40
2024
Nick Sondgeroth
Managing Director
Advisor Hub
Advisors to Watch
2025
Nick Sondgeroth
Managing Director
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23. See complete disclosure.
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22. See complete disclosure.
The 2024 40 Under 40 was bestowed by the Pacific Business TImes as a result of community efforts, unrelated to the business of the firm.
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). See complete disclosure.
Get In Touch With Channel View Wealth Advisors To Learn More About How We Can Help You
Location:
Westlake Village
2829 Townsgate Road
Suite 100
Westlake Village, CA 91361
Text us at 805.500.0847 or call 805.917.6178
FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.