Financial Planning Combined with your real estate holdings
Integrated Asset Management
Achieve your Financial Goals with Joe Cunningham’s Integrated Asset Management Approach. We offer comprehensive solutions when it comes to financial planning, real estate investment and advising. Use our knowledge and expertise to turn your vision into a reality. We believe our clients’ success is a direct result of our diverse, talented experts’ dedication to our mission of empowering your investment journey. Whether it’s managing your wealth, real estate opportunities, tax efficiency, or estate planning, our job is to create a seamless experience so you can focus on what matters most, enjoying your life.
Pre- and Post-Retirees: Discover the Power of Proactive Financial Planning with Our Team of Experts
Are you thinking of downsizing? Do you need help navigating the complexities of Real Estate investing? Let us help.
Why Choose Us
Experience the Best of Both Worlds: Real Estate and Financial Planning, All Under One Roof
Why Choose Us?
What we do
We take care of your finances & real estate planning, so you can focus on what is important.
The experts at Joe Cunningham Realtor specialize in helping pre-and post-retirees achieving their financial goals, starting with a customized investment plan that includes their real estate holdings specially tailored to their needs.
With over 25 years of investment experience, having worked with some of Wall Street’s most recognizable firms I have teamed up with Springhouse Wealth Partners*, a full-service Registered Investment Advisor, and the award-winning Mulholland Peracchia Group at Fox Roach | Berkshire Hathaway, to provide you, our client, with unparalleled investment advice.
Our expert team can assess your current situation, including your real estate assets, to determine where your projected trajectory will take you. Our combined approach is unique, whereby investors typically have a financial advisor and a real estate agent providing their services separately and apart, leaving you to try and navigate what is best. Our approach is different.
I hold Real Estate, FINRA Series 7, 63, and 66 licenses. These licenses enable my team and me to manage your pre- and post-retirement assets, allowing you to enjoy the financial portion of your retirement years.
Simplify Your Investment Strategy with Our Holistic, One-Stop-Shop Solution
You can expect to see improved results and greater returns on their investments through our integrated approach to asset management. By combining expertise in real estate and financial planning, we provide a holistic solution that takes into account all aspects of our clients’ assets and financial goals. With our guidance and support, clients can expect to see an optimized investment portfolio that balances risk and reward, and a clear path to financial stability and success. Whether you’re looking to purchase your first home, grow your real estate portfolio, or secure your financial future, our team of experts will work with you every step of the way to help you achieve your goals.
We help people turn their dreams into reality.
Frequently Asked Questions
Integrated asset management is a strategy that combines the management of real estate assets with financial planning. The goal of this approach is to maximize the financial performance of real estate investments while also considering the long-term financial goals of the investor. This may involve the use of financial instruments such as bonds, stocks, and real estate investment trusts (REITs) in addition to direct ownership of properties. The objective is to create a well-diversified portfolio that balances the stability and income provided by real estate investments with the potential for growth offered by other financial assets.
The main deliverables of integrated asset management can vary depending on the specific needs and goals of each client, but some common deliverables include:
Investment portfolio optimization: An investment portfolio that takes into account both real estate and financial assets, and is optimized to balance risk and reward, maximize returns, and meet financial goals.
Real estate asset management: Services to help clients purchase, manage, and sell real estate assets, including market research, property selection and negotiation, rental management, and more.
Financial planning and advice: A comprehensive financial plan that takes into account all aspects of a client’s financial situation, including income, expenses, debts, investments, insurance, taxes, and retirement planning.
Risk management: Strategies to minimize risks and protect assets, including insurance planning, asset diversification, and contingency planning.
There are several reasons why someone might choose to use integrated asset management:
Holistic approach: Integrated asset management takes into account both real estate and financial assets, providing a holistic approach to wealth management. This can lead to a more balanced investment portfolio and a clearer understanding of how all of your assets fit together to achieve your financial goals.
Increased efficiency: By working with a single team of experts for all of your asset management needs, you can save time and simplify the investment process. Instead of managing multiple relationships with different advisors, you can rely on a single point of contact for all of your financial and real estate needs.
Improved investment performance: An integrated asset management approach can lead to improved investment performance, as the real estate and financial planning experts work together to optimize your portfolio and make investment decisions that are in line with your overall financial goals.
Professional advice and support: Integrated asset management provides access to a team of professionals who can provide expert advice and support on a wide range of financial and real estate matters. This can help you make informed decisions, avoid costly mistakes, and achieve your financial goals more effectively.
Peace of mind: Integrated asset management provides peace of mind, knowing that your assets are being managed by a team of experts who are working together to help you achieve your financial goals and secure your financial future.
Got any questions?
Learn more about our unique value proposition.
431 West Lancaster Avenue
Devon, PA 19333
Office: (610) 651-2700
Cell: (610) 761-7793
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