1275 Ben Sawyer Blvd, Suite A, Mount Pleasant, SC 29464

(843) 884-9898
Account Access

Our mission at Cummings Wealth Management Group is to deliver a Four Season's experience with FedEx efficiency.

                   


At Cummings Wealth Management Group, we help people steward what they’ve been given so they can live out what they were uniquely created to do. Rooted in timeless values, we view wealth not as an end, but as a tool for purpose, impact, and generosity.

Our goal is to deliver more than advice — we provide a highly personalized experience where every client feels seen, heard, and valued. By listening deeply and serving intentionally, we create proactive strategies that bring clarity and confidence, from tax planning to legacy goals.

We strive to deliver a Four Seasons–level experience with FedEx efficiency: anticipating needs, executing with discipline, and exceeding expectations. Every plan is a partnership, and every portfolio supports purposeful living.

As a team, we hold ourselves to the highest standards of integrity, excellence, and care. We believe true success is measured not only by results, but by the flourishing of our clients and our people. Together, we are more than wealth managers — we are trusted partners, stewards of legacy, and builders of something that lasts.

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 is committed to our mission of delivering a Four Season's Experience with Fed Ex efficiency.
  • 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.