Finding Your Financial "Pot of Gold" Takes More Than Luck! ?? This St. Patrick's Day reminds us that true wealth does not come from chasing rainbows but from thoughtful planning and expert guidance. At Corinthian Wealth Management, we believe everyone deserves their own "pot of gold" – a secure financial future supporting your dream lifestyle. Our personalized approach means we understand and care about your unique goals and create transparent, accessible strategies to help you achieve them. Whatever you are saving for, our team provides the expertise and personalized solutions to help turn those financial dreams into reality. Let us make your financial future about strategy, not just luck. Connect with us today to start your journey toward lasting wealth. #FinancialPlanning #WealthManagement #StPatricksDay #FinancialFreedom #SiliconValley #InvestmentAdvice
关于我们
Corinthian Wealth Management, Inc. (CWM) is a team of experienced financial planners helping Silicon Valley families accumulate, preserve, & transfer their financial wealth. We are a no-load fee-based firm, our approach is fair and objective. We are not constrained by proprietary products, but rather committed to building a personal financial roadmap that fits our clients’ specific needs. Advisory services offered through Corinthian Wealth Management, Inc. a Registered Investment Advisor www.finra.org https://www.sipc.org/ This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of all client experience.
- 网站
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https://www.corinthianwealth.com
Corinthian Wealth Management, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Jose,California
- 类型
- 合营企业
- 创立
- 2007
- 领域
- Wealth Management、Insurance Planning、Retirement Planning、Tax Planning、Estate Planning、College Funding、Transition/Success Strategies、Key Person Benefits和Investment Advice
地点
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主要
1625 The Alameda
Suite 308
US,California,San Jose,95126
动态
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Women’s History Month March is Women’s History Month. During this month we recognize and celebrate the incredible women who shape our lives, communities, and industries. At Corinthian Wealth Management, we are proud to honor the women on our team who inspire through their dedication and leadership. Wisdom, Leadership & Empowerment Meet Eleonora Tomasello, CFP?, a guiding force at Corinthian Wealth Management. With her deep expertise and commitment to financial education, she empowers clients to take control of their futures with confidence. Beyond the numbers, Eleonora is a mentor, a lifelong learner, and a source of strength for those around her. This Women’s Month, we celebrate Eleonora and all the women who lead with knowledge and resilience. Tag a woman who has helped you grow and learn! #WomensHistoryMonth #WomenWhoLead #EmpoweredWomen #CorinthianWealthManagement
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Click on the link to read our current blog, "Top 7 Common Financial Mistakes to Avoid in your 20s & 30s" https://lnkd.in/gsK5hbg8
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Click on the link to read our current blog, "Flourish: Our Guiding Light for 2025" https://lnkd.in/gsdpyghr
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"On this Valentine's Day: Invest in Relationships and Financial Futures" As we celebrate Valentine's Day, we reflect on how the principles of successful relationships mirror those of sound financial planning: trust, communication, and long-term commitment. At Corinthian Wealth Management, we believe that couples who openly discuss their financial goals and work together toward them are better positioned to achieve their dreams. Our role as financial advisors goes beyond managing investments – we facilitate crucial conversations about wealth, legacy, and shared aspirations. Our personalized approach and fee-transparent services help Silicon Valley families and individuals transform their financial vision into reality. Maybe you're newlyweds starting your financial journey or an established couple looking to optimize your wealth strategy, our accessible expertise is here to support your path to lasting prosperity. This Valentine's Day, consider giving your relationship the gift of financial clarity and purpose. Connect with us to learn how we can help you build a stronger financial future together. #FinancialPlanning #WealthManagement #ValentinesDay #Relationships #SiliconValley #InvestmentAdvisory #FinancialAdvisors"
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Click on the link to read our current blog, "Market Perspective Q1 January 2025" https://lnkd.in/g8z5cNSs
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Today, we celebrate Dr. Martin Luther King Jr.! On this day, we pause to remember him and the lasting impact he had on our nation. His dreams of equality, justice, and human dignity continue to light the path forward. Dr. King reminded us that 'life's most persistent and urgent question is: What are you doing for others?' Today and every day, we reflect on these words and recommit ourselves to serving our community with compassion and purpose. #MLKDay
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The Corinthian Wealth Management team is energized by the possibilities ahead in 2025! At Corinthian Wealth Management, we're committed to guiding you to transform your financial resolutions into reality. Whether you're dreaming of retirement, planning for your family's future, or seeking to grow your wealth, Corinthian Wealth Management wants to partner with you through this journey with personalized solutions. Here's to new beginnings, innovative strategies, and achieving your dreams in 2025! Wishing you a prosperous and fulfilling New Year!
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At this special time of year, we at Corinthian Wealth Management pause to reflect on what matters most. As we gather around tables filled with loved ones and cherished traditions, we're reminded that true wealth isn't just measured in portfolios and investments – it's found in the moments we share, the relationships we nurture, and the legacies we build together. As families come together to share gratitude and create lasting memories, we're thankful for our client's trust in us to help navigate their financial journeys. Your dreams, aspirations, and confidence in our guidance inspire us daily. To our valued clients and extended Corinthian family: Thank you for allowing us to be part of your financial story as you work toward your goals. May your Thanksgiving be filled with warmth, joy, and meaningful connections with those who matter most. From all of us at Corinthian Wealth Management, Happy Thanksgiving!
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