Welcome to Cummings Wealth Management Group
Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.
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.
|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|
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.
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|