Cunningham Wealth Management, LLC
Why pick this one
Cunningham Wealth Management operates as a fiduciary and has provided personalized financial planning since 2010.
Best for
- comprehensive financial planning
- individuals seeking fiduciary financial advice
- investment management tailored to personal goals
Look elsewhere if
- seeking strictly commission-based financial services
- preferential relationships with financial firms
Specialties
- personalized financial planning
- investment management
- tax planning
Certifications
- Certified Public Accountants
- CERTIFIED FINANCIAL PLANNERS (CFP®)
What makes them different
- They are a fiduciary, legally bound to act in clients' best interests.
- They have a partnership with Cunningham & Associates, CPAs for comprehensive services.
- They do not charge commissions on investment trades.
- All team members are industry-certified professionals.
- They have multiple office locations in Ohio, North Carolina, and South Carolina.
- Years in business
- 13
- Serves
- Cleveland, Charlotte, Bellevue, Charleston
Distilled from this business's own website.
Contact & Location
- Address
- 1300 South Blvd Unit D, CHARLOTTE, NC 28203
- Phone
- 4407171350
- Website
- http://www.cwmwealth.com/
- danielc@c-p-a.com
Services
- financial planning
- investment management
- tax planning