Our Mission

Our mission at Cummings Wealth Management Group is to provide our clients financial security through wealth management with integrity, professionalism, and a caring touch.

 

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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.