Cumberland Private Wealth is a leading independent wealth management firm and a trusted fiduciary for families, individuals and foundations.

Since 1997, we have helped clients achieve their financial and lifestyle goals while enjoying exceptional, personalized service.

By investing our own capital alongside our clients, we are deeply committed and invested in our clients’ future.

Cumberland Private Wealth is a leading independent wealth management firm and a trusted fiduciary for families, individuals and foundations.

By investing our own capital alongside our clients, we are deeply committed and invested in our clients’ future.

At Cumberland Private Wealth,

we don’t invest for you, we invest with you.

Go Far. Together.

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Getting to know Cumberland

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How Cumberland takes the worry out of managing your wealth

Commitment

Our capital is invested alongside your capital.

Our capital is invested alongside your capital.

Caring

You’ll have a dedicated portfolio manager to deliver investment expertise, insights and service excellence.

You’ll have a dedicated portfolio manager to deliver investment expertise, insights and service excellence.

Employee-owned and independent

We have a personal stake in the firm and our clients’ success. With no ties to any financial institutions, we have only your interests at heart.

We have a personal stake in the firm with no ties to any financial institutions.

Proven track record

Since 2000, Cumberland has achieved attractive long-term returns while protecting capital during downturns.

Attractive long-term returns while protecting capital during downturns

I will feel confident

At Cumberland Private Wealth, your wealth is in our experienced hands. Giving you the freedom to follow your passion.

At Cumberland Private Wealth, your wealth is in our experienced hands. Giving you the freedom to follow your passion.

  • Listen to music

    instead of the markets.

  • Count stars

    instead of money.

  • Obsess over your business

    instead of your investments.

It’s a comfortable feeling, knowing your wealth is well managed. So comfortable, our clients tend to stay with us. So do their children. And their grandchildren.

Go Far. Together.

We invite you to come and stay a while.

Go Far. Together.