Cunningham Wealth Management Group

Cunningham Wealth Management Group (CWMG) is a financial planning based, investment management practice serving clients in multiple states. Joe Cunningham Jr., CFP(R) has been a practicing advisor since 1985 and works with individuals, families, small business, government entities, endowments and foundations. Brandon Donahue adds an extensive background in accounting and real estate property management to the team. CWMG starts the planning process by understanding client goals and expectations, gathering as much information about the client as they are willing to share, and then creating a plan where the probability of success can be measured. A report is available for each client on their secure website. Clients can meet in person or by video call and each advisor's calendar is available on the website and in a link on all outgoing emails. Annual, semi-annual, or quarterly meetings are encouraged. CWMG knows that the key to a successful partnership between advisor and client is personalized service, regular follow-up, accessibility and performance.