Our Clients
Cardinal Point Wealth Management provides comprehensive services to affluent individuals, families as well as corporate and trustee relationships. Our platform was created with sophisticated client situations in mind. We pride ourselves in offering the following advantages:

• Fiduciary Standard : Our professionals operate under the highest standard of care in the financial services industry.
• Investment Expertise : We subscribe to a disciplined, yet flexible investment approach.
• Holistic Financial Planning : Clients are profiled to learn about their values, goals, income, balance sheet, investments, taxation, insurance, employee benefit, retirement, education and estate planning requirements.
• Integrated Cross Border Expertise : Cardinal Point Wealth Management has a suite of cross-border planning solutions and is physically located in the United States and Canada.
• Aggregation : Clients have the option to custody all of their holdings in one location, which streamlines financial management.
• Independence : Clients benefit from access to a non-proprietary platform.
• Trusted Personal CFO : We collaborate with external practitioners such as CPAs, JDs, agents, investment managers, real-estate professionals and bankers on behalf of clients.
• Client Service and Professionalism : Our practitioners are committed to service excellence.
• Innovation : We monitor the market place for non-proprietary investment vehicles and services that will benefit our clients.
• Transparency : Our compensation structure is openly disclosed.
• Flexibility : We offer solutions based on client needs.

Specialty Services