wiseradvisor

Bobby Cummings
Cummings Wealth Management Group

Tel: (843) 884-9898
1275 Ben Sawyer Blvd.
Mount Pleasant, SC 29464

Financial security through wealth management with integrity.

Cummings Wealth Management Group | Financial Advisor in Mount Pleasant ,SC


About Cummings Wealth Management Group

Welcome to Cummings Wealth Management Group

Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.

Mission Statement

Our mission at Cummings Wealth Management Group is to provide our clients financial security through wealth management with integrity, professionalism , and a caring touch.

Our firm is currently accepting a select number of new clients. If you are an investor with a portfolio greater than $500,000, we welcome you to contact us for a complimentary consultation to discuss your unique financial situation.


General Information

Firm Start Year:   1990
Name of Broker/Dealer:   Commonwealth Financial Network
Number of Years with Current Firm:   7


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Life



Faqs

  • What are your qualifications? What is your education background? CFP®, AIF® CFBS
  • What services do you offer?

    https://www.cummingswealth.com/



Disclaimer

This communication is strictly intended for individuals residing in the states of AL, CT, FL, GA, HI, IL, IN, MA, MN, NC, NM, NY, OH, OR, PR, SC, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC,a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

Bobby Cummings

Bobby Cummings

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

Bobby Cummings is the president of Cummings Wealth Management Group. He earned the CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® Designee. He has been in business since 1990. His focus is providing wealth advisory services to business owners and professionals. Bobby says, "We are committed to helping our clients make smart decisions about their wealth so that it can help them-and their loved ones-lead fulfilling lives." He created "The Beacon Experience"," which is a process that strives to positively impact our clients by tailoring the financial planning process to the individual needs of his clients.

My Services

Financial Advice & Consulting

Our focus is helping you improve your quality of life through financial confidence. We offer access to a wide variety of services to help you solve todays personal and business financial problems and to prepare for the future.


Financial Planning for Individuals

Partner with an expert No matter what your level of wealth, working with us can help you pursue your goals. Together, well go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, well determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, well assemble an implementation plan for your financial future. Support your financial goals Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

My Team

Mary Chapman
Mary Chapman CFP®
Mary Chapman, CFP® CERTIFIED FINANCIAL PLANNER TM Practitioner and Practice Manager mary@cummingswealth.com Mary comes to our team with a diverse background, strong interpersonal skills, and 15 years experience, focusing on analytical finance and team management. She is a CERTIFIED FINANCIAL PLANNER" Practicioner and our Practice Manager. She has earned her Master of Science degree in Counseling and her Bachelor of Science degree in Financial Management. Mary also holds her FINR ...more

Matt Whipple
Matt Whipple CFP®, MBA
Matt graduated from Western Michigan University with a B.S in Finance. He is a CERTIFIED FINANCIAL PLANNER" professional since 2004 and has been providing financial guidance for more than 17 years. He is a College of Charleston Alumnus achieving an MBA with a concentration in Finance. In his free time, Matt enjoys getting involved in the community and playing tennis through the United States Tennis Association.

Josh Coward
Josh Coward
Josh moved to Charleston from Dillon, SC where he earned his bachelors degree in Economics from the College of Charleston. Josh joins our team with years of experience in financial services and servicing client accounts. His passion for investments as well attention to detail make him a great fit as our Director of Client Services. He currently holds FINRA Series 7 & 66 securities registrations (held through Commonwealth Financial Network®). In his spare time, Josh enjoys play ...more

Jo Lavender
Jo Lavender
Jo has been in the financial industry for more than 30 years. Her love of working with people and expertise in client service make her a valuable addition to our team. Jo has also worked in the fitness industry for more than 35 years as a personal trainer and instructor. When not in the office or helping others achieve their fitness goals, she enjoys running, kayaking, and reading. She and her husband of 33 years have two children and two granddaughters, Anna and Lily, who bring h ...more

Tanya Kenna
Tanya Kenna
Tanya earned her bachelor's degree in Marketing & Communication from the University of Rhode Island and came to our team with over 5 years experience focusing on client services at a large wealth management firm in Boston. She joined our team in 2015 as our Director of Client Services and did an outstanding job. She took a sabbatical for the birth of their daughter, Natalie, and has joined our team once again to focus on scheduling, marketing, and client service support. You will ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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