Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

FOUNDERS BIO: Chariot Wealth Management was founded by Greg Cunningham. Greg was born in a small west Texas town but spent his formable years growing up in Carlsbad, NM. He joined the U.S. Army in 1992 as a Bradley Fighting Vehicle Mechanic where he was stationed in Germany, Fort Hood, TX, and Korea. In 1997 he began his path to becoming a Special Forces Medic and arrived at his first A-team in Jul of 1999 at Fort Bragg, NC. He had multiple deployments to the Middle East, Central, and South America as a Special Forces soldier. He completed his bachelors of Health Science degree from Campbell University while he was teaching at the Special Forces Medical Course.

He spent the rest of his career in Special Operations until retiring in 2012. After retiring he spent three
years as a contractor in Afghanistan supporting Special Operations teams with their missions. He started his career as a financial advisor in 2015 by studying and passing the nationally recognized Series 7 and 66 exams, currently held with LPL Financial. Greg's training has taught him to solve problems regardless
of what they might be which he now uses in his own firm. He uses his various life experiences to assist
his clients in pursuing their financial goals by using both conventional and out of the box thinking.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.