Begin Your Financial Journey Here
We’re here to help you understand, organize, and optimize your financial life so you can work towards your goals and live the kind of life you desire.
Get the Right Services for You
Your circumstances and dreams are unique. We offer a full range of customized services to ensure you have access to the expertise and tools to help you pursue your goals.
Don’t Leave Your Legacy to Chance
We're here for you, offering advice and support throughout all life's milestones.
Plan For A Secure Future For You And Your Family
Strategies To Reduce Your Lifetime Tax Liability
You Deserve To Live Your Golden Years On Your Terms
Our firm always keeps the client in mind. We get to know each client on an individual basis because we understand that no two people need quite the same financial plan. We'll learn about your financial needs and wants as well as your long-term goals to determine what type of financial plan is best for you. Together, we'll create a strategy, implement it, and monitor it periodically to ensure that it is still meeting your needs. Whether you're saving for retirement or for your child's college fund, Cummings Wealth Management utilizes a wide variety of resources and always thinks outside the box to help you pursue your financial goals.
We always take a holistic approach to finding the right services for you. Our process begins with a phone call to discuss your goals and determine if our business is a good fit. From there, we'll meet in the office, analyze your needs, and then meet a second time to discuss your options. Once you sleep on it, we'll meet one more time to fill out the paperwork and get you on the path to financial health.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Thoughtful insight on market news.
Helpful documents provided by the LPL Research Team.
These financial resources can help you evaluate your goals.
Stay up-to-date on the latest firm news.