SCOTT CUNNINGHAM

With over 30 years of experience, Scott specializes in wealth management for individuals, families, retirees, business owners, executives, and non-profits. He offers a comprehensive approach to investment management, retirement planning, and tax planning strategies and creates personalized plans tailored to your past, present, and future financial goals to help you look at the possibilities. Scott’s holistic solutions are designed to maximize income and provide the financial flexibility you need. He is committed to providing independent, objective, and cost-effective advice.

Scott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation, Estate Investment Planning Strategies, and Exit Planning for business owners.

With an emphasis on continuing education, Scott earned the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designations from the Investment & Wealth Institute. Scott has also earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience and continuing education requirements. As of May 2026, Scott is one of a small number of financial advisors in Utah who hold all three designations

Most business owners have the majority of their wealth tied up in their company. For many, it’s not just their most significant asset — it’s their identity, retirement plan, and legacy all in one.

The challenge is that very few owners truly know:

• What their business is worth today

• How that value aligns with their personal financial goals

• Whether it’s enough to support their lifestyle and legacy after an exit

That gap between what you have and what you’ll need is called the Wealth Gap. Helping business owners understand and close that gap is at the heart of my work.

As a Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor® (CEPA®) at Family Wealth Management, I help business owners:

• Align personal and business wealth into one clear plan

• Prepare for exit by addressing the Wealth, Value, and Profit Gaps

• Plan cash flow before and after a transition

• Define the impact and legacy they want to leave behind

• Coordinate with their CPA, attorney, and other trusted advisors to create a seamless strategy

My approach is fee-based, objective, and long-term focused. I don’t sell products — I provide clarity, structure, and confidence so business owners can exit on their terms and move confidently into “what’s next.”

If you’re a business owner thinking about reinvestment, legacy, or exit planning — or a CPA/attorney looking to deepen the value you provide to your clients — I’d welcome the chance to connect.

801-666-7020

Introduction Video

https://youtu.be/kug7wmUhEBc

With over 30 years of experience, Scott specializes in wealth management for individuals, families, retirees, business owners, executives, and non-profits. He offers a comprehensive approach to investment management, retirement planning, and tax planning strategies and creates personalized plans tailored to your past, present, and future financial goals to help you look at the possibilities. Scott’s holistic solutions are designed to maximize income and provide the financial flexibility you need. He is committed to providing independent, objective, and cost-effective advice.

Scott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation, Estate Investment Planning Strategies, and Exit Planning for business owners.

With an emphasis on continuing education, Scott earned the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designations from the Investment & Wealth Institute. Scott has also earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience and continuing education requirements. As of May 2026, Scott is one of a small number of financial advisors in Utah who hold all three designations

Most business owners have the majority of their wealth tied up in their company. For many, it’s not just their most significant asset — it’s their identity, retirement plan, and legacy all in one.

The challenge is that very few owners truly know:

• What their business is worth today

• How that value aligns with their personal financial goals

• Whether it’s enough to support their lifestyle and legacy after an exit

That gap between what you have and what you’ll need is called the Wealth Gap. Helping business owners understand and close that gap is at the heart of my work.

As a Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor® (CEPA®) at Family Wealth Management, I help business owners:

• Align personal and business wealth into one clear plan

• Prepare for exit by addressing the Wealth, Value, and Profit Gaps

• Plan cash flow before and after a transition

• Define the impact and legacy they want to leave behind

• Coordinate with their CPA, attorney, and other trusted advisors to create a seamless strategy

My approach is fee-based, objective, and long-term focused. I don’t sell products — I provide clarity, structure, and confidence so business owners can exit on their terms and move confidently into “what’s next.”

If you’re a business owner thinking about reinvestment, legacy, or exit planning — or a CPA/attorney looking to deepen the value you provide to your clients — I’d welcome the chance to connect.

801-666-7020

Introduction Video

https://youtu.be/kug7wmUhEBc