Expand your perspective through quarterly investment reviews
Align your money and your life
As a Cumberland client, you’ll enjoy a personalized wealth management plan that is tailored to meet your financial and life goals, and a customized portfolio built from our time-tested investment strategies.
You’ll benefit from the know-how and advice you need to navigate economic trends and life changes with calm confidence. Our skill and expertise has helped our clients prosper through decades of challenging markets.
As your priorities span issues such as enhancing wealth, minimizing tax, sustaining your lifestyle in retirement, and creating a legacy for future generations, we respond with practical strategies that keep your money and your life in harmony.
At Cumberland, you see the path to your goals.
World-class expertise and personal growth
Your Cumberland Portfolio Manager is your connection to it all
Investing
Expand your perspective through quarterly investment reviews
Wealth
Hear from leading experts on tax, estate planning, family law, real estate, and more
Health
Integrate relevant insights from physical and mental health professionals
Community
Celebrate the arts, entrepreneurship, and local cultural events among others
Philanthropy
Join a thriving community through the Cumberland Foundations Circle
Investing
Wealth
Hear from leading experts on tax, estate planning, family law, real estate, and more
Health
Integrate relevant insights from physical and mental health professionals
Community
Celebrate the arts, entrepreneurship, and local cultural events among others
Philanthropy
Join a thriving community through the Cumberland Foundations Circle
Professional Advice
Cash Requirements
Savings & Investing Strategy
Lifestyle Goals
Retirement Plan
Projection of Retirement Date
Lifestyle Needs Analysis
Projected Spending Rate
Investment Plan
Asset Allocation
Investment Mandate & Goals
Risk Analysis
Will & Estate Plan
Asset Summary
Legacy/ Intent Defined
Optimize Your Tax Plan
Family Wealth Transition Plan
Family Meetings
Continuity Plan
Members of the Estate Preparation
Philanthropy
Combining Wealth, Passion and Giving Back with Purpose
Donation or Foundation Plan
