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
ZI Rank: 2
Signal Type
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ZI Rank
2
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2
About Cardinal Point Wealth Management
Cardinal Point Wealth Management specializes in cross-border financial advisory services tailored for affluent families navigating the complexities of financial planning between the U.S. and Canada. Their offerings include investment management, wealth planning, tax planning, and estate planning, specifically designed for U.S. citizens living in Canada, Canadians in the U.S., and expatriates. The company operates under a fiduciary standard, emphasizing the interconnectedness of clients' wealth, family values, and interests. Aimed at high net-worth families, Cardinal Point addresses the sophisticated needs of clients transitioning between the two countries or residing abroad.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
Company Profile Activity
Activity Insights
Cardinal Point Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Cardinal Point Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cardinal Point Wealth Management.
Cardinal Point Wealth Management financials insights
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2020
Debt
$150K
Cardinal Point Wealth Management Tech Stack
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Cardinal Point Wealth Management News & Media
Cardinal Point Wealth Management Explains Social Security Claiming Strategies for Married Couples, Including Cross-Border Tax Impacts for U.S. Citizens in Canada
Toronto, ON, March 11, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has released a new in-depth article, “Social Security Claiming Decisions for Married Couples: Key Strategies, Timing Considerations, and Cross-Border Tax Impacts for U.S. Citizens in Canada,” highlighting how married couples can make more informed decisions about when and how to claim Social Security benefits, particularly when cross-border tax exposure is involved.Cardinal Point Wealth Management Highlights the Role of Cross-Border Financial Literacy in Building a Stronger Family Legacy
Toronto, ON, March 02, 2026 (GLOBE NEWSWIRE) -- As more families live, work, invest, and retire on both sides of the border, financial literacy has become a critical factor in preserving and transferring wealth across generations. In its latest blog post, “How Cross-Border Financial Literacy Builds a Stronger Family Legacy,” Cardinal Point Wealth Management explains how families can navigate complex U.S. and Canadian rules to protect their long-term financial future.Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency
Toronto, ON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- As cryptocurrency adoption continues to expand among investors on both sides of the border, understanding the tax treatment of digital assets has become increasingly important. Cardinal Point Wealth Management has published a new educational blog post, How the Canada Revenue Agency Taxes Cryptocurrency, offering timely guidance on how crypto transactions are treated under Canadian tax law and what investors need to know to remain compliant.Cross-Border Families Warned of Potentially Adverse U.S. Compliance Implications and Taxation of Family Trusts
Toronto, ON, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Cross-border estate plans created decades ago can trigger severe legal and financial consequences, especially when a Canadian family trust beneficiary becomes a U.S. citizen or resident.
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Cardinal Point Wealth Management specializes in cross-border financial advisory services tailored for affluent families navigating the complexities of financial planning between the U.S. and Canada. Their offerings include investment management, wealth planning, tax planning, and estate planning, specifically designed for U.S. citizens living in Ca... Read More
