Cumberland Private Wealth Management

Cumberland Private Wealth Management was founded in 1997 to help individuals and families achieve their financial and lifestyle goals. We manage customized investment portfolios for private clients who typically have assets of $1 million or more and an account size of at least $500,000, alongside our own. We are purely focused on investing. This specialization over more than four decades has given our team a perspective and degree of confidence that simply can't be learned in school or replicated by generalists. We are also pleased to help many of our clients coordinate financial planning, tax and legal advice that optimize their financial situations and enhance their wealth in the long run.