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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

Menu

 * Home
 * Welcome To PV Wealth 
   * Welcome Greeting
   
   
     WELCOME TO PARADISE VALLEY WEALTH MANAGEMENT, INC.
     
     
     
     I offer a comprehensive approach to independent financial planning and
     professional investment management.
     
     I've been practicing here in Phoenix for over 30 years, and have lived in
     Paradise Valley with my family since 1991. We offer an alternative to
     banks, credit unions, trust companies and brokerage houses that may not
     provide the personal attention and thoughtful planning you deserve.
     
     We provide comprehensive financial planning, retirement income planning and
     asset management services for individuals, business owners and companies. 
     We are seeking to work with those who appreciate:
     
      * a long term trusted relationship
      * confidence in a seasoned, credentialed planner
      * high quality investments from providers such as Vanguard, Blackrock,
        Schwab & Fidelity
      * a preferred service experience
      * a highly competitive fee structure
     
     
     
     Explore my website and read about my background, guidelines for lower cost
     investing, comprehensive financial planning, and the really good business
     model I designed to provide a lot of value to clients.
     
     If you're visiting because you're either considering starting or changing a
     financial planning or advisory relationship, and you would like to explore
     the possibility of working together, please contact me directly. I'm easy
     to reach.
     
     Thank you for visiting!
     
     Mike Cummiskey CLU®, ChFC®. RICP®, CPFA
     Principal
     
     Services offered only where licensed to do business.
     Currently licensed in SD, PA, NY, NE, NC, MD, KS, IL, IA, GA, CO, AK, AR,
     WI, WA, UT, TX, RI, OR, OK, OH, NV, NM, NJ, NH, ND, MA, KY, IN, ID, CA, AZ.
     
     Securities and investment advisory services offered since 1994 through
     Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered
     Investment Adviser. Insurance services offered through Paradise Valley
     Wealth Management, Inc., which is not affiliated with Woodbury
   
   * Why PV Wealth?
   * Putting Client Interests First
   * Meet Mike
   * Professional Designations
   * Meet Debbie
   * Community Involvement
 * Our Process 
   * Simplifying Your Financial Life
   * About Your Wealth
   * Is Brokerage or Advisory Right For You?
   * Our Technology Focuses On You
 * Services 
   * Financial Planning Based on Your Goals
   * Three Progressive Investing Themes
   * What About Annuities?
   * Life Insurance Consulting
   * Social Security Strategies
   * Setting Up Retirement & 401(k) Plans
   * Estate Planning
   * Planning for Long Term Care
 * Resources 
   * Professional Alliances
   * One Minute Videos
   * Newsletter Archive
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Contact 
   * Refer A Friend
   * Request a Brochure
 * Client Login 
   * Setting Up Electronic Access
   * View Consolidated Account Statement
   * View Pershing Accounts
   * View MoneyGuidePro



EASY ACCESS TO AN ENTIRE CAREER OF FINANCIAL PROBLEM SOLVING

You can rely on our comprehensive planning,
low expenses and great resources.



Learn More

WHAT WE PROVIDE? SIMPLICITY AND CONFIDENCE IN YOUR FINANCIAL FUTURE

Ongoing reviews and reallocations help you understand and appreciate the role of
each asset over your lifetime.

Learn More

YOUR INDEPENDENT FINANCIAL ADVOCATE

With no proprietary products, you can expect customized strategies tailored to
your financial goals.

Learn More

ENJOY YOUR BEST LIFE NOW 
WHILE PLANNING FOR YOUR FUTURE 


Take the right steps today to preserve and grow your wealth while enjoying a
great life along the way

Learn More

EASY ACCESS TO AN ENTIRE CAREER OF FINANCIAL PROBLEM SOLVING

You can rely on our comprehensive planning,
low expenses and great resources.



Learn More

WHAT WE PROVIDE? SIMPLICITY AND CONFIDENCE IN YOUR FINANCIAL FUTURE

Ongoing reviews and reallocations help you understand and appreciate the role of
each asset over your lifetime.

Learn More

YOUR INDEPENDENT FINANCIAL ADVOCATE

With no proprietary products, you can expect customized strategies tailored to
your financial goals.

Learn More

ENJOY YOUR BEST LIFE NOW 
WHILE PLANNING FOR YOUR FUTURE 


Take the right steps today to preserve and grow your wealth while enjoying a
great life along the way

Learn More


CULTIVATED FOR YOU


YOUR GOALS ARE THE KEY TO RAMPANT GROWTH

In the natural world, combinations of diverse elements make for a more beautiful
environment. Similarly, groupings of diverse assets within a portfolio, and then
within a financial plan, can lead to better performance and a much more
beautiful result over a long period of time.

We'll design your financial landscape just for you.

Shouldn't you enjoy the life you want, and the long term fulfillment of your
most important goals, at the same time?




OUR PROCESS

No two people are the same. After getting a clear understanding of your
situation, my broad-based financial knowledge and experiences with clients
informs every recommendation I make with only one goal in mind: your ideal
future. 




In addition to this, leading technologies, tailored investments and a highly
competitive fee structure, will make you a beneficiary of my entire career

Learn more


OUR PHILOSOPHY

We believe every person deserves access to informed financial advice. Let us
help you prepare for the future with smart creative financial strategies.




Come rain or shine, let us show you how to plan for your financial future and
we'll cheer your accomplishments along the way.

Learn more

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.
Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.
Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More



YOUR GOALS, OUR STRATEGIES

Discover an array of services to fulfill your what you're desiring in your
financial life:

 * Tailored Investments
   
   Smart investing shouldn’t perplex, puzzle, or confound. Our well informed
   strategies utilizing stocks, Exchange Traded Funds (ETFs), or institutional
   class mutual funds, may help you pay less in fees and enjoy greater rates of
   return as a result.

 * Retirement Plans and Planning
   
   Enjoy the fruits of your labor. We can help you or your company build a
   retirement strategy that is sure to keep you excited for what’s to come.

 * Retirement Income Planning

          Saving is only half the retirement puzzle. Making sure your income
lasts for the rest of your life (longevity risk) is perhaps more challenging.   

 * Estate Planning
   
   Effective estate management enables you to manage your affairs during your
   lifetime and beyond. With over 100 years of collective experience with
   attorneys and CPAs I have known for years, we'll help secure your legacy for
   generations to come.

 * Life, Disability and Long Term Care Insurance Consulting
   
   Protect your family from the financial consequences of life's unexpected
   events with our help.


HELPFUL CONTENT

Curated articles, videos, and more for a more financially savvy you.


RETIREMENT QUESTIONS THAT HAVE NOTHING TO DO WITH MONEY

Things to consider before retirement.
Learn More


GRANTOR RETAINED ANNUITY TRUSTS (GRATS)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate
strategy.
Learn More


COUNTERING COUNTERFEIT CURRENCY

Combating counterfeiting remains core to preserving the integrity of the
nation’s money.
Learn More


HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investment IQ."

First Name
Last Name
Email

Address

Take the Quiz




HAVE A QUESTION? WE'RE READY TO HELP.

Name
Email
Address
Phone
Message
Send
Thank you!
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CONTACT

Office: 480-483-3156

Toll-Free: 800-293-8087

Mobile: 602-619-7595

Fax: 480-607-3913

5401 East Sapphire Lane

Paradise Valley, AZ 85253

mike@pvwealthmanagement.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
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Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth,
Inc.[Osaic Wealth], member FINRA/SIPC and a Registered Investment Adviser.
Insurance services offered through Paradise Valley Wealth Management, Inc.,
which is not affiliated with Osaic Wealth.  Neither Osaic Wealth, nor its
representatives, offer tax or legal advice.

Currently licensed in SD, PA, NY, NC, MD, KS, IL, GA, CO, AK, AR, WI, WA, UT,
TX, RI, OR, OK, OH, NV, NM, NJ, NH, ND, MA, KY, IN, ID, CA, AZ.

This site may contain links to information contained on third-party websites. We
do not endorse or accept responsibility for the content of any third-party
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