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, www.cummingswealth.com for market updates.
  • You will be invited to special events.