Private Wealth

Cumberland Advisors’ private wealth practice offers institutional-level money management for individual investors, like you. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio.

Grow With Us

Matt McAleer explains what makes Cumberland Advisors Private Wealth Team, your go-to for portfolio management.

  • Live Well with Confidence
    Matt McAleer explains what makes Cumberland Advisors a strong choice for investment management.

  • A Higher Standard of Care
    Your interests always come first. As a Registered Investment Advisory Firm, we are held to a higher standard of care for our recommendations. RIAs are required by law to put their clients' interests above their own. 

  • Relationships That Last
    We cultivate long-lasting client relationships based on trust, transparency, and accountability. 

  • Custom-Tailored Portfolios
    We have the capability to stress test your portfolio and create a custom allocation best suited for your risk/reward tolerance. 

  • Independent Market Insight 
    Unlike other RIA’s, we conduct our own research. You will receive fresh perspectives and context in our independent research and market commentary.

We are here to help you through the investment implications of life’s transitions.


Engineering Portfolios to Be Adaptable