facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Tax Expertise

Tax Expertise

Cunningham Wealth Management was born out of the needs of our clients at Cunningham & Associates, CPAs. Although we have grown to become much more than that, our wealth management team still operates with the full backing of Cunningham & Associates, an accounting firm which has nearly three decades of experience helping individuals manage their taxes. We leverage this expertise to provide you with the most tax efficient plan possible, a facet that is often overlooked by many advisory firms. Additionally, tax services can cost tens of thousands of dollars every year for wealthy individuals.

Talk to a CPA    Tax Insights