Overview of What We Do
At Cunningham Wealth Management, we are independent advisors held to a fiduciary standard. This gives our clients comfort knowing that we are obligated to always act in their best interest and utilize skill, care, diligence, and the good judgement of a professional when conducting business. With decades of experience helping individuals achieve their goals and a team dedicated to providing the highest level of service, you can relax knowing that our firm has your financial life handled. Want to learn more?
What Are Your Goals?
- Are you worried having enough money to retire when you want to?
- We have the expertise and experience to plan for that. Are you looking to grow your wealth, but don’t know where to start?
- We have a widespread web of resources and investment options to find the perfect portfolio tailored to you based on your risk tolerance and goals. Are you a high-earner or high net-worth individual looking to minimize tax liability?
- Our sister accounting firm, Cunningham & Associates, has nearly 30 year of experience in personal tax and can provide an array of strategies to reduce tax drag.
- Looking to pay down debt?
- Plan for your children’s education?
- Protect yourself and your family through insurance?
- Start a charitable foundation?
- Find the best rates for a home mortgage?
- Care for a child or relative with special needs?
We have experience with all those things and many more. When we say one-stop-shop, we mean it. Handling finances can be hard, but it doesn’t have to be for you.