Mooresville, NC Office
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Cunningham Wealth Management
Supported
Firm-wide stats for Cunningham Wealth Management
About
Cunningham Wealth Management serves a mix of individual clients — including high-net-worth households — as well as charitable organizations, corporations and employer retirement plans. The firm provides discretionary and non-discretionary portfolio management, selection and monitoring of third‑party money managers, and written financial planning for existing advisory clients.
Its investment approach combines asset-allocation guidance with multiple methods of analysis, including fundamental, technical, quantitative and cyclical techniques, and favors longer-term holdings when appropriate; client objectives are documented in an Investment Policy Statement and accounts are reviewed at least quarterly. The firm also integrates third‑party manager searches into client solutions and provides ongoing monitoring and reporting tied to clients’ stated goals and risk tolerances.
Cunningham is atypical among similarly sized supported advisers in maintaining five offices and in its formal affiliation with a public accounting firm, which involves cross-referrals and shared personnel who devote substantial time to accounting practice. The firm additionally operates as a registered insurance agency and discloses that representatives are licensed to sell insurance and annuity products, and it makes use of custodian-provided educational conferences, roundtables and webinars as part of its resources for client service.
Based on Cunningham Wealth Management
Location
106 Langtree Village Drive, Suite 301
Mooresville NC 28117
Advisors at this office
2
Advisors at this office
Daniel C
Series 65
Mooresville, NC
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 K
Series 65
Mooresville, NC
Cunningham Wealth Management
Kyle Kennedy is a Series 65 licensed financial advisor at Cunningham Wealth Management with four years of industry experience. His prior work includes roles at Cunningham & Associates and The Pension Store. Outside of advising, he was involved with Kylemore Karting for five years. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and employer retirement plans. The firm combines asset-allocation guidance with multiple analysis methods and integrates third-party manager selection and monitoring, providing both discretionary and non-discretionary portfolio management along with written financial planning.
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