
Craig Cunningham
We put "legacy" in our name for a reason. We do that because for our clients, wealth isn't just about money — it's about meaning. It's about making sure what you've built lasts. That your family is cared for. That the next generation is ready for whatever the future holds.
Over the years, we've guided business owners through major liquidity events. Helped families prepare heirs to step into responsibility. Sat across from multiple generations — sometimes four at once — navigating highly-charged and complex financial decisions. While every situation is unique, our mission is always the same: to help you shape a legacy of excellence that reflects your values, your vision, and the people who matter most.
Why Clients Choose Us
We Are Seasoned and Strategic. Our team is the result of three established practices joining forces. Beyond deep experience, each advisor brings a unique perspective and skillset. The result? A blend of depth and continuity that helps deliver truly comprehensive, multigenerational guidance.
You Are Known Here. We make it a point to know you — not just your financials, but your values, your milestones, and the people who matter most to you. We remember the career you built, the college you want your grandchildren to attend, the causes you care about, and the family conversations that shaped your goals. Because to us, meaningful guidance starts with understanding what's meaningful to you. That's not an extra step. It's our starting point.
We Believe Clear Communication Builds Lasting Trust. Whether it's rebalancing your portfolio or reviewing your long-term plan, keeping you informed is our priority. We don't just tell you what we're doing — we explain why. As your financial quarterback, we also coordinate with your CPAs, estate attorneys, and other advisors to help keep your entire financial life running smoothly.
Your legacy is distinctive. Your guidance should be too.
For a thoughtful conversation about your wealth and goals, please call us at (708) 226-5457 or email us at Christina.Valtierra@morganstanley.com.