Our Mission

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

 

 

 

 

CWMG_30_Forbes
 

 

 

 

            

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.

*Data provided by SHOOK® Research, LLC., as of 4/2022.  Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here. 

1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.  2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.