Corinthian Wealth Management

Corinthian Wealth Management

Founded in 2007 and headquartered in San Jose, California, Corinthian Wealth Management emerged during the pre-financial-crisis expansion of independent RIAs. The firm was built to serve high-net-worth individuals and institutional clients who sought integrated estate, tax, and investment planning outside the traditional brokerage model. Its location in the capital of Silicon Valley positions it to serve technology executives, founders, and early employees navigating concentrated stock positions and liquidity events. Corinthian structures its advisory services across three interconnected disciplines: investment management, estate planning, and tax planning. While the firm does not publicly disclose a dedicated alternatives allocation, its multi-family-office posture typically incorporates public equities, fixed income, and manager selection for clients rather than direct private-market deal-making. The fee-only RIA structure means the firm is compensated by client retainer or assets under management, not commissions, which aligns its incentives with long-term portfolio construction. The firm's geographic focus centers on the Bay Area, serving the concentrated wealth generated by the region's technology and venture capital ecosystems. The firm operates as a boutique registered investment advisor, and its professional headcount and assets under management are not publicly disclosed. In May 2024: The firm maintained its operational continuity without public M&A or personnel announcements, consistent with its pattern of steady, non-promotional client service (per Altss research, 2024). The absence of venture-capital-style deal announcements or fund closes reinforces its posture as a planning-centric advisory rather than a deal-origination platform. Unlike multi-family offices that have migrated toward in-house direct investing or GP-stake acquisitions, Corinthian's structural differentiator is its commitment to pure advisory — integrating tax and estate planning with investment management under one fee-only engagement. This architecture avoids the conflicts inherent in firms that earn fees from both advisory retainers and product distribution, a model increasingly rare as Independence-era RIAs consolidate into larger aggregator platforms.