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Team

At Cummings Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michael Cummings grew up on the TreasureCoast and earned his Bachelor’s degree from the University of Florida. He currently holds Series 7 and 66 securities registrations; life, health and variable insurance licenses; and the...

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Lyn Davis

Client Service Specialist

Lyn graduated from Towson University with a B.S. Degree in Business Administration. Along with her Business Degree Lyn brings 30 years of working experience in the Business World. Lyn currently assists clients with servicing requests...

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