At Cummings Wealth Management, we believe in empowering individuals, families, and business owners and helping make your income last a lifetime. We believe that it’s all about quality of life, and we hope to assist you in pursuing your financial goals, today and in the future.
Our main goal is do the right thing for each client as an individual. Whether you are knowledgeable in financial investments or are seeking guidance, we will make every effort to ensure that you understand all aspects of planning for retirement. We seek to maintain clients for life by providing personalized service, treating each client with the utmost respect, and approaching our business with honesty and professionalism.
We recognize that each of our clients has different levels of confidence and understanding when it comes to managing wealth. As your partner, we want to equip you with the knowledge and wisdom needed to take the reins when it comes to your financial future. We don’t just conduct transactions on your behalf. We seek to understand what’s important to you and support you as those priorities shift. Contact us today to get started on making your goals achievable.
Founder, Financial Planner
Client Service Associate