Guidance That Endures


Cummings Wealth Management serves as a beacon of wisdom and trust, helping you navigate life's financial waters with confidence, clarity, and care.

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Client Centered

Who We Are

At Cummings Wealth Management Group, we serve as a beacon of clarity and purpose, helping clients make confident financial decisions that align with their goals and values. Guided by timeless principles, we deliver more than advice; we create transformative experiences built on trust, integrity, and genuine care. Every plan is a partnership, every client is known and valued, and every interaction reflects our commitment to excellence, purpose, and lasting impact.

As a team we hold ourselves to the highest standards of professionalism and empathy, showing up each day with full commitment and passion for serving others. Together, we're more than wealth managers, we're trusted partners dedicated to helping individuals and families build legacies that endure.

Bobby's Story

Our Starter Kit

Through Bobby’s experience working with clients since 1990, he has developed a custom financial planning process called The Beacon Experience™.

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Second Opinion Service

We are pleased to offer your
friends, family members and associates the same expertise and guidance that you have
come to expect as a valued client of Cummings Wealth Management Group.

Brochure

Wealth Management

We strive to provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch..

Services

Market Updates

Co-authored by Brad McMillan and Sam Millette at Commonwealth Financial Network.

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Let's Talk

We work best with clients that have at least $1,000,000 with us so we can fully use our talents and service offerings.
Schedule a no-obligation meeting with us.

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2026 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Forbes 2022 Best-In-State Wealth Advisors Award

2020-2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2026 award was presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor's future performance. Your experience may vary.