Advisory Services
Cumberland Capital Group offers services to individuals and business owners of companies in various stages of formation, operation, and preparation for sale. Our professionals provide a number of advisory services including assurance services, business succession planning, business advisory services, tax planning, trust and estate planning and more. At Cumberland, our clients’ needs are paramount so we take pride in providing first class service and independent advice to meet those needs.
Wealth Management
Cumberland also offers a wide range of investment solutions. We can create an individualized investment plan that is specific to our clients’ needs and is based on their unique situation. At Cumberland, we provide our clients with an objective, results-oriented approach that is always mindful of their best interests.