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

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager