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Cunningham Wealth Management, LLC


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. 

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. 


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