The Cunningham Group at Morgan Stanley

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The Cunningham Group

OUR MISSION STATEMENT

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

  • Financial Planning
  • Professional Portfolio Management
  • Sustainable Investing
  • Retirement Planning
  • Estate Planning Strategies
  • Philanthropic Services
  • Lending Products
  • Life Insurance
  • LGBT Planning Services
  • Planning for Special Needs Individuals


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

Timely Topics

Harness the power of compounding interest and tax-deferred growth by maximizing your contributions to retirement plans. Review the 2018 limits and adjust your payroll deductions to ensure you are maximizing your savings.
Read it >>
2018 Retirement Plan Contribution Limits

Are you Prepared for the Rising Costs of Higher Education?
With the costs of higher education trending higher each year, paying for college has become a top-tier life expense, alongside other big-ticket goals like buying a home and planning for retirement. For many clients, contributing to a 529 plan can be a smart way to save for costly education expenses, while providing tax advantages, flexibility and control.
Learn More >> Ten Things You Should Know About 529 Plans

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


In The Press

Special Events

The Cunningham Group hosts events designed to inspire, support and empower our clients, friends, and colleagues.

Current  Events

2018 – February/March HER Way Podcast: Money & Relationships


Upcoming Events
- Save the Date!

2018 – April HER Way Event: Entrepreneurism & Philanthropy

    • Wednesday, April 11 from 6:00PM to 8:30 PM ET
    • Formal Invitation - Coming Soon

2018 – May HER Way Event: Perspectives on China with Dr. Liang

    • Save the Date: May 15, 2018
    • Formal Invitation - Coming Soon


Background about the HER Day & HER Way Initiative

The Cunningham Group co-created the HER Day summit, which was held in NYC for the first time in November 2017 and featured HER TALKS from notable thought leaders and influencers on the topics of health and wellness, entrepreneurism, philanthropy, professional development and personal finance. To build on the momentum of this event, in 2018 we launched HER Way, a new, cross-platform community of women dedicated to helping one another achieve our personal and financial goals. HER Way engages community members through a regular series of dynamic speakers talking about the financial and personal issues important to all of us. HER Way’s goal is simple but powerful: feel informed, inspired, and embrace your financial decision making while building a strong  network.  Free and empower yourself  to pursue your interests and passions and live your best life, the way you want – your way.



Past Events

2018 - January HER Way Client Event: The Impact of 2017 Tax Legislation for Individuals and Small Businesses

2016 - May: Next Generation Client Conference

2015 - October: SHARE/Mosaic Magazine Client Event

2015 - March: Girls Scout Leadership Day


Video

The Cunningham Group Videos




Location

Location

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


    Meet The Cunningham Group

    Family

    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

    Retirement

    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

    Investing

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

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

    Philanthropy

    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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