Cummings Wealth Management Group

Cummings Wealth Management Group

Financial Services Mount Pleasant, South Carolina, United States 11 employees
Employees
11
Contacts
2
Emails
2
Phones
1

Cummings Wealth Management Group Overview

Headquarters
Mount Pleasant, South Carolina, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
11
Founded
1990
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Cummings Wealth Management Group

Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC,&VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htm

Cummings Wealth Management Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Cummings Wealth Management Group Org Chart

Sample employees and titles
Name Title Contact
Bobby Cummings, Cfp®, Aif®, Cpfa, Cfbs Financial Advisor Helping Organizations and Individuals Create, Navigate and Pursue Greater Financial & Personal Success
Email
Michael Cummings Cfp®, Crpc® Founder and CEO , Wealth Advisor
Email Phone
Brian Cummings,cfp®,ea,chfc® Certified Financial Planner (Tm) Practitioner at Cummings Wealth Management
View
Dallas Brewer, Cfp®, Chfc®, Ricp® Director of Retirement Services
View

Employees by Management Level

Individual contributor 4 profiles
Executive 1 profile
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0
General 1 1 0

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