Our mission at Cummings Wealth Management Group is to provide our clients financial security through wealth management with integrity, professionalism, and a caring touch.
First 100 Days With Us
What to expect during your first 100 days with Cummings Wealth Management Group
- Your signed paperwork is submitted for suitability review and processing.
- We will monitor your account to see when your funds are deposited or transferred in. If there is a transfer, it usually takes 2-3 weeks.
- When your funds transfer we will contact you to advise you of the transfer and set up a review meeting.
- At the review meeting, we will provide you a user ID and a temporary password for you to establish online access to your account.
- We will also discuss your asset allocation model and the investment process.
- After your initial review, we will conduct portfolio reviews at least annually or more often based on your needs.
- You will receive monthly advisory statements.
- You will receive a weekly e-mail market commentary. You also have access to our website for market updates.
- You will be invited to special events.
Our Client's Bill of Rights
- Our team will be committed to our mission.
- We will set expectations, then strive to surpass them.
- We will acknowledge a mistake and solve it immediately.
- We will do what is in the client’s best interest.
- We will be proactive when we see an opportunity to help our clients.
- We will take the time to educate our clients.
- Clients are why we are here…we will treat them with “Tender Loving Care”.
- The client’s perception is our reality. If they think we blew it . . . we blew it!
- We will be proud, but never satisfied.
- To the client, I am the company.