4195 Thousand Oaks Boulevard Suite 125 Westlake Village, CA 91362
Your Estate Plan is only as good as the health of your Financial Plan
Jim Cunningham and John Lindsey co-founded Ascent Wealth Management (AWM) to better serve the clients of Cunningham Legal. They have known each other as friends and trusted referral partners since 1999. In most Attorney and Advisor relationships the care of their clients ends at the point of the referral, leaving gaps in the execution of the financial and estate plan. Jim Cunningham not only co-founded AWM, he is also serving as General Counsel, by having a vested interest in the success of AWM, there is a