Cumberland Private Wealth - CA

Your wealth, at your fingertips. Securely connect with your advisor, and stay informed - anytime, anywhere.

The Cumberland Private Wealth app gives clients secure, convenient access to everything they need — all in one place.

Features: • Portfolio Plus Login — access your investment portfolio instantly • Cumberland PAT Login — connect to your PAT account with one tap • Contact Your Wealth Advisor — browse your advisory team and book meetings directly from your phone • Resource Documents — access important client documents anytime • Client Polls — participate in polls shared by your advisory team

Designed exclusively for Cumberland Private Wealth clients.