The Cunningham Group at Morgan Stanley

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The Cunningham Group


Personalized Financial Planning, Customized and Transparent Investment Approach, Strategic Guidance and Steadfast Communication

Our Story and Services

Our Story

The Cunningham Group at Morgan Stanley offers a comprehensive wealth management advisory practice, working with successful and globally minded individuals and families through periods of prosperity and times of uncertainty who are seeking personalized, unbiased and effective financial advice and who consider their wealth for impact and purpose.

Our process is simple, sensible and straightforward.  Through our thoughtful and comprehensive consultations, a customized investment strategy is proposed, mutually agreed upon, and implemented under the careful steward of our team of professionals. Particular sensitivity is given to global investment opportunities, juxtaposed with appropriate risk and reward levels and tax implications.  Emphasis is placed on investment transparency so clients can gauge what they own, the risks undertaken, and the progress achieved.

Circumstances and resources are unique; our clients entrust us to assist in optimizing their finances, as we manage wealth with high regard and respect for the manner it was earned. By providing progressive financial planning strategies, tactical portfolio management and steadfast personal communication we allow you to focus on your life’s priorities with confidence, knowing that our team is working on your behalf with your best interests in mind.

Client Advisory Services 

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Sustainable Investing
  • Trust Accounts
  • Wealth Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

In The Press


The Cunningham Group Videos



  • 522 Fifth Avenue
  • 11th Floor
  • New York, NY 10036

    Timely Topics

    An Overview of 2017 Tax Legislation: In light of the recent changes to the Tax Code, we wanted to share a resource prepared for Morgan Stanley by PwC on how to navigate the new tax landscape. Read it >> An Overview of 2017 Tax Legislation

    2017 Year-End Tax Reminders:
    This piece contains timely information regarding year-end tax strategies including details about income tax rates, retirement plan contribution limits, gifting limits, charitable deduction limits, and other important information. Read it >>  2017 Year-End Tax Reminders

    Meet The Cunningham Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Cunningham Group today.

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