Mission Statement
Developing and executing an investment strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs. Cunningham Wealth Management helps individuals and businesses create plans to build, preserve and distribute wealth with tax effecient strategies.
Our Commitment
With more than 20 years of advising clients on their financial lives, Vernon Cunningham will work with you to develop a strategy that can range from investment management and estate planning to trust administration and private foundation management.
Our Principle
Cunningham Wealth Management is based on the concept of providing a client-centric, holistic approach to creating plans for, preserving and distributing wealth for you, your family, and your business. For a personal review of your financial situation, contact us by email or phone directly (443) 994-0633.