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Focus on how you want to live.
We’ll take care of the rest.

A Cumberland Private Wealth advisor can seamlessly connect your investment, retirement, tax, estate, and philanthropy plans, ensuring every detail aligns with your life and goals.

Let’s talk about where you want to go—and how we’ll get there.

Go Far. Together.

The Cumberland Difference

Invested Together

We prosper when you prosper

Exceptional Client Care

Your own dedicated wealth advisor

Comprehensive Wealth Planning

Ways to make the most of your wealth

Proven Results

Customized investment solutions & attractive performance

Employee-Owned and Independent

Our advice is aligned with your best interests

Invested Together

We prosper when you prosper

Exceptional Client Care

Your own dedicated wealth advisor

Comprehensive Wealth Planning

Ways to make the most of your wealth

Proven Results

Customized investment solutions & attractive performance

Employee-Owned and Independent

Our advice is aligned with your best interests

Market Insights

Beyond Bull and Bear: A Clear View of The Market

May 6th, 2025
Read time: 8 minutes

Read More

Global Equity Review

Our global equity strategy review for the first quarter of 2025

April 4th, 2025
Read time: 1 minute

Read More

Digital Investing

When You Should Consider Our Automated Portfolio Advisor Tool


Read time: 2 minutes

Read More

ESG

Sustainable Investing at Cumberland


Read time: 3 minutes

Read More

More Articles

  • 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 plan is in place and your investments are well managed.  So comfortable, our clients tend to stay with us. So do their children. And their grandchildren.

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