Let's move forward. Together.

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At The Cumberland River Group, our wealth managers are passionate about helping successful business owners and corporate professionals find the right answers to their important questions about career, family and future.

As our client, our entire team goes to work for you. We place a high value on continuous learning and forward thinking.

Together, we’ll aim to simplify your financial life, while providing you with advice that encompasses all your evolving goals.


Helping business owners on every step of their journey

Family Beach

A comprehensive picture of your future

Young female business owner

Wealth management advice that looks beyond your portfolio

Two men laptop

Building rapport through service

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager