Legal Disclaimer
The Cardinal Point Group of Companies comprises two legally and separately registered firms organized under the laws of its jurisdiction. Each is owned by its partners, shareholders, or similar individuals. Each firm enters into client engagements independently.

Cardinal Point Wealth Management, LLC is a U.S.-based, State of California registered investment advisor.

Cardinal Point Wealth Management, Inc. is a Canadian-based fee-only financial consulting firm specializing in financial planning, portfolio analysis, investment management consulting and on-going financial monitoring. We do not recommend or sell financial products of any kind. We charge our clients an annual fee based on the size of their portfolio. We collect no fees, commissions, bonuses, gratuities, or any other remuneration, whether financial or otherwise, except what we receive from our clients. We believe that this is the only way for us to remain completely unbiased. We are free from conflict of interest, and we work solely for our clients.

Copyright © 2010 Cardinal Point Wealth Management, LLC. All rights reserved.