Cummings Wealth Management Group
Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC, & VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. Please review our Terms of Use here:
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Dallas Brewer
Director of Retirement Services · General Business & Management
EmailPhone - TS
Thomas Stack
Director of Participant Services · Customer/Client Service
EmailPhone - BC
Brian Cummings
Certified Financial Planner Professional · Finance & Accounting
EmailPhone - JW
Jadyn Watson
Paraplanner · Finance & Accounting
EmailPhone - JW
Jessica Whetzell
Financial Paraplanner · Finance & Accounting
EmailPhone - TC
Terri Cantrell
Financial Services Assistant · Finance & Accounting
EmailPhone - BC
Bobby Cummings
Founder & President · General Business & Management
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Cummings Wealth Management Group
9 distinct titles indexed · top 9 shown.
- 1administrative assistant
- 1certified financial planner professional
- 1director of participant services
- 1director of retirement services
- 1financial paraplanner
- 1financial services assistant
- 1founder & president
- 1paraplanner
- 1the flying fish restaurant
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