Our Firm
Cardinal Point is an independent, fee only, wealth management firm dedicated to providing personalized investment oversight, wealth planning, and cross-border solutions to families, individuals, and related institutions. We combine innovative investment skill and knowledge with conservative financial beliefs that recognize the importance of a patient, prudent approach. Cardinal Point is dedicated to meeting the needs of our clients with a primary focus on capital preservation, risk management and the guidance toward long-term investment returns through varying economic and market cycles.

Because we specialize in the investment oversight of client assets in both the United States and Canada, we have the ability to advance the goals of our clients through customized cross-border wealth and financial planning services. As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced professionals working with you to build a comprehensive wealth plan that is focused on creating long-term value — and delivered with a personalized approach that is tailored to your needs.