Experience Makes all the difference
Formed at the outset of 2013, Crystal Springs Wealth Management Group unites over 60 years of industry experience to work on your behalf. We desire to be your partners, working closely with you to articulate and prioritize your needs and aspirations. We take a service oriented approach and believe that only by collaborating together can we create a realistic plan to reach your goals.
What is important to you? With Crystal Springs Wealth Management Group, that’s where our conversation begins.
Helping you find those answers is what the relationship between you and us is all about. And our approach is a simple one: We align our experienced team with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be.
How exactly do we work with you? We ask many questions. And listen carefully to your answers. Questions about your lifestyle today and the lifestyle you hope to live years from now. Where you’d like your children to attend college, or the level of care and comfort you hope to offer your aging parents. We can also ask about the challenges you face in your financial life, and we’re confident this is where we bring to bear our deep understanding and expertise.
You’ve worked very hard to get to this point in your life. You’re committed to protecting all you’ve built. Through sound advice and wealth planning, we can partner with you to help you protect against those things—taxes, unforeseen events, lack of information, for example—that could undo a lifetime of work.
Robert C. Cummins
Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
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650-696-1304