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Mount Pleasant wealth advisor celebrates 30 years of service



Cummings


Cummings Wealth Management Group, in Mount Pleasant, has announced that its founder and president, Bobby Cummings, CFP, AIF, CFBS, is celebrating 30 years as a wealth advisor.

Cummings started his career in 1990 and his mission over the last 30 years remains unchanged: to ensure every client has a coordinated plan to guide them as they make critical decisions that will allow them to chart a course towards their most important goals. In 2020, Cummings was named on the Forbes’ Best-in-State Wealth Advisors List.

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

“We believe that advising without planning is taking a short cut. We also believe that people shouldn’t take a short cut with one of the most important pieces of their life. We believe one of the most powerful things in your life that you can control is to not take a short cut,” Cummings said.

Cummings is passionate about helping people whether serving his clients, serving in his community or in his church, providing meals for the local medical professionals on the front lines in the emergency rooms during the COVID-19 pandemic, he is ready to help all people. 

“How we become a beacon in your life, to guide you on the course, to help you achieve what is most important in your life,” is through the unique process Bobby created called the “Beacon Experience”. “Providing our clients with financial security through coordinating planning is what we do. Guiding them on a course to achieve what is most important in their life is who we are.”

To learn more, visit cummingswealth.com to view Cummings’ story.