CPWA®

    Scott Cunningham

    Managing Partner

    FAMILY WEALTH MANAGEMENT
    Cottonwood Heights, UtahNo minimum minimum

    About Scott

    Scott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation,... [One thing I want my clients to know about me is:] I am always accessible and available to solve problems.

    Areas of focus

    Investment ManagementRetirement PlanningPortfolio ConstructionSuccession Planning

    Credentials & background

    Designations

    CPWA®

    Education

    Certified Exit Planning Advisor Exit Planning Institute (2023); Certified Private Wealth Advisor University of Chicago , Booth School of Business (2016); BA in Mechanical Engineering University of California, Sacramento (1989)

    Clients served

    RetireesBusiness OwnersBusinesswomenDivorceesEntrepreneursHealthcare WorkersAttorneys & ParalegalsTech Sales

    The firm

    FAMILY WEALTH MANAGEMENT