In the complex world of taxation it becomes fundamental to partner with an advisor that understands your goals. Corinthian Wealth Management was founded in 2007 as a fee-based financial planning firm based in San Jose, CA. We are a team of experienced financial planners assisting Silicon Valley families to pursue their unique goals that include, asset accumulation, risk management, income strategies and transfer of their financial wealth.
Dave has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 25-plus years in the financial services industry. Devin understands that no matter what phase of life you're in, everyone has unique financial needs and he enjoys guiding clients through the financial planning and investment process.
Dave has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 25-plus years in the financial services industry. Devin understands that no matter what phase of life you're in, everyone has unique financial needs and he enjoys guiding clients through the financial planning and investment process.
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Dave Samuels, president of Corinthian Wealth Management, has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 25-plus years in the financial services industry. In fact, the values expressed in Corinthian's corporate culture- excellence, integrity, commitment and expertise- are the same values its founder has brought to his profession every day for over two decades.
Since 1996, Devin MacKie continues to help and educate individuals, families and small business owners in comprehensive financial planning. Devin understands that becoming a partner in his client's lives will empower them to pursue their financial goals. He collaborates with CPA's, attorney's and other financial professionals to make the client experience productive and rewarding.
Eleonora has over 20 years of experience in corporate finance, having held key positions in financial management and operations for leading Silicon Valley high tech companies. She joined CWM in 2012 and has worked with individuals and families to understand their current financial situation, develop financial plans and support them to attain their goals.
This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.
An estate plan should be properly created to clearly express your intent. To provide for yourself & your loved ones during your lifetime and upon incapacity or death and maintain dignity and comfort for yourself and your family. As your wealth manager, we coordinate with your attorney to implement your estate plan and with our planning process incorporate periodical reviews to ensure all accounts are aligned with your wishes.
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