Cunningham Wealth Management

Daniel Cunningham is a financial advisor at Cunningham Wealth Management with a Series 65 designation and four years of industry experience. He is also a business developer for Cunningham & Associates, CPAs, Inc., where he earns a percentage of new revenues generated. Prior to his current roles, he held various positions including work in the food service and parking management industries. Cunningham Wealth Management serves individual clients across wealth levels, as well as charitable organizations, corporations, and 401(k) plans. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning, using a comprehensive investment approach that includes asset allocation and multiple analysis methods, with regular account reviews and coordinated reporting.

Kyle Kennedy is a Series 65 licensed advisor at Cunningham Wealth Management with four years of industry experience. He previously worked at The Pension Store and Cunningham & Associates. Outside of his advisory role, he was involved with Kylemore Karting for five years. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) plans, offering portfolio management, third-party manager selection, and financial planning. The firm emphasizes long-term investment strategies developed through detailed client interviews and a combination of analytical approaches, with regular account reviews and coordinated reporting.

Glenn Cunningham is a financial advisor at Cunningham Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cunningham Wealth Management since 2008. In addition to his advisory role, he serves on the boards of multiple companies and charitable foundations and is a CPA involved in arranging life settlements for clients when appropriate. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm employs a comprehensive investment approach based on client interviews and a combination of asset allocation, fundamental, technical, cyclical, and quantitative analysis.