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
Company Details
- Employees
- 11
- Founded
- -
- Address
- 1275 Ben Sawyer Blvd, Mount Pleasant,south Carolina 29464,united States
- Phone
- +1-843-884-9898
- ma****@****th.com;
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cummingswealth.com
- Keywords
- Mount Pleasant.
- HQ
- Mount Pleasant, South Carolina
Cummings Wealth Management Group Questions
Cummings Wealth Management Group's helpline number is +1-843-884-9898
Cummings Wealth Management Group's website is cummingswealth.com
Cummings Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/cummings-wealth-management-group
Cummings Wealth Management Group has
11 employees.
View email and phone details for 11
employees at Cummings Wealth Management Group.
Cummings Wealth Management Group's industry is
Financial Services
Cummings Wealth Management Group's top competitors are
Parks Wealth Management,
Lowcountry Lowline,
Hines Wealth Management, Llc,
Charleston Investment Advisors, Llc,
Southern Magnolia Investment Management,
Beacon Pointe,
Hammitt,
Bhc,
Harbor Financial Group, Llc,
Coastal Strategic Capital.
Cummings Wealth Management Group's support email address is mary@cummingswealth.com;
Cummings Wealth Management Group's categories are Financial Services
Cummings Wealth Management Group's founding year is 1990
