Cardinal Point Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
19200 Von Karman Ave Ste 618, Irvine, Ca...Phone Number
(866) 213-2036Website
www.cardinalpointwealth.comRevenue
$5 MillionIndustry
About Cardinal Point Wealth Management
Cardinal Point Wealth Management is a Canada-U.S. wealth management firm dedicated to serving the sophisticated needs of high net-worth families. They provide a range of services including investment management, financial, estate, and tax planning tailored for residents of Canada and the U.S., as well as expatriates. Their clients include U.S. citizens living in Canada, Canadians moving to the U.S., and affluent families seeking comprehensive cross-border financial solutions. With a focus on preserving and growing wealth across generations, Cardinal Point combines institutional expertise with a personal approach to financial planning.Explore more
Cardinal Point Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cardinal Point Wealth Man...
$5M
11-50
Private
<$5M
2009
ST
Sally TaylorChief Operating & Financial Officer
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Frequently Asked Questions Regarding Cardinal Point Wealth Management
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Cardinal Point Wealth Management is a Canada-U.S. wealth management firm dedicated to serving the sophisticated needs of high net-worth families. They provide a range of services including investment management, financial, estate, and tax planning tailored for residents of Canada and the U.S., as well as expatriates. Their clients include U.S. citi... Read More
