David Cunningham's Colleagues at LivWel Advisors
David Cunningham's Contact Details
+15154462484
Iowa,United States
LivWel Advisors
David Cunningham's Company Details
LivWel Advisors is a independent investment advisory and financial service boutique. We provide financial planning services and investment management for individuals and closely held businesses. What's in a name? In a time where "living well" is touted by many marketing departments, we realize our name could be construed as cliché or ambiguous. However it was important that our name align with our philosophy and our clients intensions. We believe a comprehensive financial plan and interactive, well-managed investment strategy can provide the confidence and clarity that does contribute to one's overall well-being. Philosophy Our philosophy is simple. We believe financial guidance and investment management should be engaging, enlightening, customized and on-going. Our words match our actions. No clichés, no ambiguity. Just pure commitment to helping our clients achieve their financial goals. ClientsOur clients are experienced investors, individuals with significant monetary wealth as well as individuals and businesses who wish to have an objective advisory team dedicated to helping them meet their financial goals.