Welcome to Ascent Wealth Management

The key advantage of being an AWM client is the seamless collaboration between Ascent Wealth Management and CunninghamLegal. With AWM, you already have a trusted team with clear communication lines and shared goals. This way, your financial plan is perfectly aligned with your estate plan.

Jim Cunningham and John Lindsey co-founded Ascent Wealth Management (AWM) to better serve the clients of CunninghamLegal. They have known each other as friends and trusted referral partners since 1999. In most Attorney and Advisor relationships, client care ends when they’re referred, leaving gaps in the execution of the financial and estate plan. But not with Ascent Wealth Management and CunninghamLegal. Jim Cunningham not only co-founded AWM, he is also serving as General Counsel—and by having a vested interest in the success of AWM, there is a high level of coordination, communication, and service to our mutual clients.