Cunningham Wealth Management, LLC is a privately held firm headquartered in Broadview Heights, Ohio. Cunningham Wealth Management (CWM) provides investment and financial planning services to businesses, individuals and families.

Investment Advisory Services

Cunningham Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, families, businesses, pension and profit sharing plans, trusts, estates and charitable organizations. Services include:

• Assisting the client with the establishment of their investment objectives;
• Buying and selling securities such as stocks, bonds, mutual funds and limited partnerships; and
• Reporting holdings, transactions and performance on the client’s investment portfolio.

CWM also serves as a “manager-of-managers”, generally utilizing the separate account manager (“SAM”) platform of its custodian, Fidelity Investments, but also pre-screening and pre-qualifying its own unaffiliated investment managers. Either way, Cunningham Wealth Management assists its clients in developing a customized, comprehensive and disciplined investment program which typically incorporates appropriate asset allocation, and then recommends a manager or managers to implement one or more aspects of the program. CWM then regularly monitors the performance of its clients’ underlying managers.

Financial Planning Consultation

Cunningham Wealth Management also provides a full range of Financial Planning services including Estate Planning, Insurance Administration, Tax Planning, Discretionary Fund Analysis and Net Worth Statements.

CWM also provides fixed fee-based financial planning to executives and other employees of various companies and organizations. The Company-Sponsored Financing Planning Program consists of the preparation of an appropriate financial plan for each participating executive/employee, strategy design for the implementation of the plan, and if requested, a one-time annual review of the plan. Each participating executive/employee provides information regarding his or her personal financial situation, needs and objectives. Each plan could cover, depending on need, areas such as asset allocation, retirement planning, insurance planning, estate planning, employee benefits and compensation planning, cash flow and tax projections and education planning.