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The world has never been predictable.

Which is why families, individuals and foundations have counted on us to manage their wealth through decades of ups and downs.

Our investment process is proprietary and proven. Listening to your needs. Setting goals. Limiting risk. Patiently investing in high quality, leading companies.

In our most recent client survey, more than 90% of our clients said “yes” when asked if they would recommend us. It’s hard to imagine a more meaningful benchmark.

The world has never been predictable.

Which is why families, individuals and foundations have counted on us to manage their wealth through decades of ups and downs.

Our investment process is proprietary and proven. Listening to your needs. Setting goals. Limiting risk. Patiently investing in high quality, leading companies.

In our most recent client survey, more than 90% of our clients said “yes” when asked if they would recommend us. It’s hard to imagine a more meaningful benchmark.

At Cumberland Private Wealth,

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

Go Far. Together.

Our unique culture.

Watch the video

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.

A customized wealth plan

Your dedicated portfolio manager will help you put in place a wealth plan and a customized portfolio solution, and will deliver investment expertise, insights and service excellence.

Your dedicated portfolio manager will help you put in place a wealth plan and a customized portfolio solution, and will 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 best interests at heart.

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

Proven track record

Over 20+ years, we have successfully advised our clients and achieved attractive long-term returns while protecting capital during market downturns.

Since 2000, we have successfully advised our clients and achieved attractive long-term returns while protecting capital during market 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 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.

Go Far. Together.

We invite you to come and stay a while.

Go Far. Together.