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Wealth Management Built Around You

At Cumberland, you work directly with your own Wealth Advisor—an experienced fiduciary focused solely on the needs of private clients, families, and foundations. 

Together, you’ll build a strategic wealth plan and portfolio tailored to your goals, risk preferences, and evolving circumstances.

There are no handoffs or layers—just thoughtful, personal guidance from true professionals who understand your full financial picture and stay with you for the long term.

Your Cumberland Wealth Advisor is your connection to it all

Experience high-touch, personalized service

Meaningful Connections

Join our team for unique events focused on investing, thought leadership, business networking, health and well-being, the arts, and more

Financial Planning

Develop a plan that integrates all your goals, from retirement, to business and family succession, and your legacy

Wealth Management

Connect with leading experts in areas such as tax, estate planning, family law, cross-border finance and real estate

Investing

Benefit from bespoke portfolio management and direct access to the full team managing your money

Philanthropy

Create your own philanthropic strategy and join the Cumberland Foundations Circle

Meaningful Connections

Join our team for unique events focused on investing, thought leadership, business networking, health and well-being, the arts, and more

Financial Planning

Develop a plan that integrates all your goals, from retirement, to business and family succession, and your legacy

Wealth Management

Connect with leading experts in areas such as tax, estate planning, family law, cross-border finance and real estate

Investing

Benefit from bespoke portfolio management and direct access to the full team managing your money

Philanthropy

Create your own philanthropic strategy and join the Cumberland Foundations Circle

Elements of Wealth Management

Cash Requirements Savings &
Investing Strategy Lifestyle Goals

Projection of Retirement Date Lifestyle
Needs Analysis Projected Spending Rate

Asset Allocation Investment
Mandate & Goals Risk Analysis

Asset Summary Legacy/ Intent
Defined Optimize Your Tax Plan

Family Meetings Continuity Plan
Members of the Estate Preparation

Combining Wealth, Passion and Giving
Back with Purpose Donation or
Foundation Plan