Tax Planning
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.