Cumberland Private Wealth - CA

Your wealth at your fingertips. Securely access your portfolio, connect with your advisory team, and stay informed on the go. The Cumberland Private Wealth app gives you convenient access, all in one place.

Features: Portfolio Plus – Securely access your investment portfolio Cumberland PAT – Login to your PAT account Connect with your advisor – Find contact information or book meetings directly from the app Resources – Access informational articles when you need them Polls – Share your feedback with our team

Exclusively for clients of Cumberland Private Wealth.