Cardinal Point is an independent fee-only wealth management firm dedicated to providing personalized investment, financial planning, and cross-border solutions to individuals and their families in the United States and Canada.
At Cardinal Point, we work with clients who have made a commitment to excellence and expect it from others. Our clients come to us for a variety of reasons: the expertise of our investment management; our ability to manage and transition wealth across the border; the integration of their tax, philanthropic, and estate plans; and the simplicity we bring to their complex financial lives. Our clients seek a long-term relationship with a trusted wealth manager who fully understands their situation and goals. These high net-worth individuals and families understand the need to diversify their investment portfolios, create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
Our professionals are held to the fiduciary standard, which is the highest standard of care. Put simply, we act as client advocates and are required by various regulatory bodies to do what is in their best interest.
Specialties
Investment Management Oversight, Domestic Financial Planning, Cross Border Financial and Estate Planning, Cross Border Transition Planning
