Dunuwila Wealth Management

04/29/2026

We are excited to share that our financial advisor, Brendan Dunuwila CFP®, CPWA®, was featured as the Professional Advisory Council Spotlight in this year’s Spring issue of Upstate Today & Tomorrow. In this spotlight, Brendan talks about maximizing your impact through tax‑efficient planning.

Check it out here:

Upstate Today & Tomorrow is developed from an income tax and estate tax perspective for estate planning attorneys, financial planners, and donors interested in creating a legacy of caring.

04/08/2026

Reports of scam phone calls that sound like they’re coming from the IRS are increasing. Some scammers are even using AI to make these calls seem more legitimate. Considering this we want to share some tips on how to better protect yourself.

• The IRS does not initiate contact by phone, text, email, or social media.
• They will never demand immediate payment.
• They will never ask for gift cards, wire transfers, cryptocurrency, or prepaid cards.
• Urgent threats of arrest, penalties, or account suspension are major red flags.

If you receive unsolicited contact via call, text, email or social media claiming to be from the IRS, do not respond or engage, and do not provide any personal or financial information. The IRS advises taxpayers to avoid responding to unsolicited communications and remain cautious. If you’re unsure about the legitimacy of something claiming to be from the IRS, reach out directly to the IRS, your tax professional, or your financial office.

Source:
IRS — Dirty Dozen Tax Scams for 2026

IR-2026-30, March 5, 2026 — The Internal Revenue Service today announced its annual Dirty Dozen list of tax scams for 2026 that threaten the tax and financial information of taxpayers, businesses, and tax professionals.

03/06/2026

Many investors are wondering how the recent conflict in the Middle East may impact the financial markets going forward. The page linked below offers historical context that may be helpful for those wondering how the U.S. stock market has navigated similar moments in the past.

Staying invested despite geopolitical events can pay off in the long run.

01/29/2026

Our 2026 Annual Newsletter is officially out!

This year’s edition highlights the many exciting updates happening across our firm, from our new office and team updates to our transition to LPL Financial and key planning numbers for the year ahead.

We’re grateful for the continued trust of our clients and community.
You can read the full newsletter on our website:

Securities and advisory services offered through Commonwealth Financial Network ® , Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

06/19/2025

We would like to welcome our 2025 summer intern Luca Beals! Luca is a rising junior at Binghamton University studying Business Administration with concentrations in Finance & MIS. He hopes to one day be a financial advisor!

Luca’s Fun Facts: He skydived last summer, likes to play golf & run, and one of his favorite summer activities is hiking!

05/20/2025

On top of his CFP®, Brendan Dunuwila, has received an additional CPWA® designation to provide a deeper, technical knowledge which will help him to better care for high-net-worth individuals. Brendan wants to thank all of you for the continued support and looks forward to using his growing knowledge to better assist his clients! ®

02/06/2025

We are thrilled to present to you our 2025 annual newsletter! Our newsletter this year includes rules to remember when giving cash gifts, tax timelines, a story on the importance if estate planning, and a client spotlight. Comment below if there are any topics you would like to see in next year’s newsletter or to give us your feedback on this year’s newsletter. We hope you enjoy!

Dunuwila Wealth Management 2025 Annual Newsletter

12/27/2024

To end the year off strong, your team at Dunuwila Wealth Management read all about what it takes to be a great team. As we strive to better our client experience, our strong team is able to work together for all your servicing needs.

We look forward to making even more positive improvements for our wonderful clients in 2025!

12/06/2024

Even if you feel you’ve done a thorough job of managing your finances, there are common mistakes or blind spots you could be missing. Here are 5 money matters to double check:

Here are some important aspects of personal finance you may be overlooking.

09/12/2024

Throughout this third quarter, your Dunuwila group has been learning about raising expectations and exceeding them. As we continue improving our efforts of creating excellent client service, we are reading more about setting the bar even higher for financial planning. 📈

If you have the perfect book for our team to end off the year reading, comment below