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Cunningham Wealth Management
Cunningham Wealth Management was born out of the needs of tax and accounting clients who wanted advisors they could trust and who were held to a fiduciary...
Overview
Cunningham Wealth Management was born out of the needs of tax and accounting clients who wanted advisors they could trust and who were held to a fiduciary standard. Since 2009 it has helped clients utilize their financial resources to their fullest potential so they can provide financial stability for themselves and their families and achieve their life goals. It offers financial planning, investment management, and tax planning.
General information
Firm type
RIA
Year founded
2009
Principals
Kyle Kennedy
CFP, Director of Wealth Management
Daniel Cunningham
CFP, Associate Director of Wealth Management
Frequently asked questions
Who runs investment decisions at Cunningham Wealth Management?
No named investment decision-makers have been publicly disclosed for Cunningham Wealth Management. The firm's leadership team is not listed on any accessible website or professional network.
How does Cunningham Wealth Management source proprietary deal flow?
Without public information on the firm's sourcing model, deal flow origins remain unknown. Most RIAs rely on a mix of advisor networks, custodial relationships, and direct client referrals.
Does Cunningham Wealth Management participate in fund commitments or only direct deals?
No details on the firm's investment vehicles — fund commitments, direct deals, or otherwise — are publicly available.
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