Our Philosophy
Proper investing is one of the biggest drivers of long-term wealth and can be a great source of passive income for those who require it, but it can also be an intimidating and risky venture to undertake without the proper knowledge and guidance. Luckily, Cunningham Wealth Management has decades of experience and a plethora of resources at our disposal to create the perfect investment portfolio for you. Not only that, but we want you to be informed and knowledgeable about the investing process.
Why We're Different
We strive to educate our clients on the principle of the risk-return trade off, the benefits of diversification, and a general understanding of the characteristics of different asset classes including their benefits and drawbacks. While we are an independent fiduciary acting only in your best interest, we still believe clients should understand where and why their money is being put to work.