Cunningham, Helfrich & Associates
Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 706.2938
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Significant wealth requires a sophisticated, highly customized approach tailored to your unique goals and priorities. We serve a limited number of ultra-high net worth clients enabling us to harness the power of one of the largest wealth management firms to address your objectives and help manage the complexities of multigenerational wealth.
Cunningham, Helfrich & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Kirk Cunningham
Senior Vice President, Private Wealth Advisor
312.706.2937
Todd Helfrich
Senior Vice President, Private Wealth Advisor
312.706.2938
Allison Schenk
Senior Vice President, Private Wealth Manager
312.706.2942
Robert Gale,

CPWA®,CRPC™

Vice President, Private Wealth Senior Relationship Manager
312.706.2939
Peter Wenzel
Officer, Registered Private Wealth Client Associate
312.706.2940
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth
Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.