Solutions - Investments

We actively position investor portfolios through the investment cycles as part of the PLAN.

The vast majority of investment directors are under heavy influence to use the products their employers mandate - whether they're the best ones for you or not.

OURS ISN'T.

The investment executives that we refer you to are completely independent with a proven success record, extensive credentials, and are free to find and use what's best for you. These specialists work on a no-load/fee basis which means they do not earn commissions for buying and selling securities on your behalf. Our financial advisors are conveniently located in our office to better serve you.

The comprehensive analysis provided by our team of experts has led many people to re-position their portfolio and achieve remarkable returns at a lower risk.

Our preferred referral source for a certified financial planner is Dave Samuels from Corinthian Wealth Management, LLC. Dave Samuels has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 20-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.

Choosing a firm to manage the wealth you’ve spent
a lifetime building is more than a matter of trust.

It is a matter of commitment.

Dave is a graduate of UCLA’s Personal Financial Planner Program, as well as a Certified Financial Planner (CFPTM) and Chartered Life Underwriter (CLU). In 2005, Dave was awarded the prestigious Accredited Investment Fiduciary (AIF) designation. Valued as a conference speaker and subject matter expert, Dave brings his unique perspective on comprehensive wealth management to topics such as determining financial goals and implementing the steps necessary to make those goals a reality. He is a valued resource and consultant for many accountants and tax preparation services, teaching them strategies and tactics enabling them to use options in client portfolios to create tax efficiencies that benefit their clients.

Corinthian Wealth Management, LLC is a no load fee based registered investment advisor formed in 2007 by founder and CEO, Dave Samuels. The Corinthian Wealth Management team will work with you to create and set financial goals that fit your personal lifestyle and needs by doing a comprehensive analysis and customizing a financial plan for you. In creating this unique relationship, our team will explore your values, expectations, time horizon, and priorities. We realize that your goals and objectives provide focus, purpose, vision and direction for this process.

Our financial advice is based on your expressed goals and the performance of our services, not on commission structures. We pride ourselves on building long-term client relations that display mutual trust, integrity and frequent, open communication. Whatever your desires may be in terms of managing your wealth, Corinthian Wealth Management exists to help you achieve your goals. We offer a client experience that we believe ranks among the best in our industry, as well as a philosophy of wealth management that works in your best interests, not ours. We look forward to serving you!

Building a reputation on rewarding client trust with sustainable financial results.

The Five Essential Pillars of Effective Financial Planning are the tools we use to develop a plan for creating long-lasting financial stability. This is a strategic approach encompassing every aspect of financial planning and wealth management, blending them into a comprehensive plan focused on growth and asset protection through diversification. Whether you focus may shift from building your wealth or planning for your retirement, Corinthian Wealth Management works directly with you to achieve these goals.

Helping you build and preserve your wealth.

Accumulating and preserving your wealth isn’t something that happens by chance. It is the result of disciplined effort applied over time, combined with an understanding of a variety of financial strategies and philosophies that produce long-term consistent results. Working with you, we develop an understanding of your current financial standing. We listen as you describe your dreams and aspirations for the future. From those key conversations, we can assist you in transforming those dreams into achievable financial goals. This ensures that the plans we develop for you will simplify the demanding tasks of managing your wealth and securing your financial future.
To get more information about wealth preservation by using unique tax reduction strategies, please contact one of our financial advisors today.

Retirement Planning

Whether you want to increase your tax-efficient income, build your wealth or preserve it- CWM will utilize the Five Pillars of Financial Planning to customize a plan for you that address your concerns and aspirations. We are dedicated to always be available to you and advise you at any stage of your life, including your retirement years. Our advisors have dealt with many different concerns and we will be happy to assist you throughout your retirement planning.

Our Five Pillars of Financial Planning

	I.	Taxes
	II.	Estate Planning
	III.	Cash Flow
	IV.	Insurance
	V.	Investments

 

 

 

 

Each of the Five Pillars represents a core competency of team members working for you at CWM. By coordinating the implementation and activities of one Pillar with the others, we customize a comprehensive, diversified financial plan targeted specifically at helping you achieve your expressed objectives.

We continually look for ways in which to serve you better. If there is a service you require, be sure to mention it to one of our team members.

Our commitment to you is to seek financial independence and security. We will personalize a financial plan for you to focus on understanding your objectives and providing guidance towards reaching your goals. We understand that you’ve spent most of your life creating and preserving your legacy. At CWM, we pride ourselves on the fact that you will feel comfortable enough to ask us for advice on many of your personal concerns. We know how emotions and everyday life can sometimes start to derail long term objectives. We treat you as a member of our own family and we ensure that you receive supportive advice concerning your financial needs. We build lasting and rewarding relationships based on integrity and trust.

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