Bobby Cummings, Cfp®, Aif®, Cpfa, Cfbs Email & Phone Number

I started as a financial advisor in 1990, & my mission over the last 29 years remains unchanged: ensure every client has a coordinated plan to guide them as they make financial decisions that will allow them to achieve what matters most in their life. At Cummings Wealth Management Group (CWMG), we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor and quarterback. Our team offers coordination with your team of outside advisors when appropriate (estate attorney, business attorney, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Whether you are a wealth management or retirement plan client, my team & I are here to serve you & your unique needs. Personally, I believe in volunteerism. As a result of losing two parents when I was a young, I narrowly missed entering the orphanage system. Thankfully I had another family member, my second mom, Betty, who was able to care for me. This experience led to my involvement with the Carolina Youth Development Center & many other organizations that support children. I want to encourage and empower children, & people of all ages, to be the leader of their own life by not taking short cuts or becoming a victim of their circumstances. Finally, my wife Kristin, along with our children Tanner, Keenan and Banks, are the core of my life. Being able to share time with them is what matters most to me, and we all enjoy giving back to our South Carolina Community together. We are fortunate to live on Sullivan’s Island, a place that provides an environment to spend time on the water surfing, fishing, and boating with friends and family. And in the winter, you might catch me hunting with my Boykin Spaniel, Teal, when she’s not in the office keeping our team and clients company.At Cummings Wealth Management Group, providing our clients financial security through coordinated planning is what we do. Guiding our clients so they can achieve what is most important in their lives is who we are. 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, and 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

Listed skills include Investments, Strategic Planning, Real Estate, New Business Development, and 4 others.

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  Founder & President

  Cummings Wealth Management Group

  May 1990 - Present - 1275 Ben Sawyer Blvd, Mt Pleasant, Sc 29464

  Founded in 1990 with the mission to better serve individual wealth management and retirement plan clients. We believe that advising clients, without first understanding their full financial picture and coordinating necessary planning, is taking a short cut. And we firmly believe our clients should never take short cuts with one of the most important pieces of their lives.I feel fortunate to be surrounded by individuals that want to secure their future and protect their families. They inspire me to deliver excellence.