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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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 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
Trump Accounts Explained: Proposed U.S. Savings Vehicle Raises Cross-Border Tax Concerns for Canadian-Based Families
New York, NY, July 22, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management is helping cross-border families navigate the complexities of newly proposed U.S. savings vehicles, commonly referred to as “Trump Accounts,” and highlighting the potential tax and planning pitfalls for those with financial ties to both Canada and the United States.Cardinal Point Highlights Washington's New Tax Landscape and Planning Strategies for High-Net-Worth Families
Toronto, ON, July 22, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has published a new article examining the significant tax changes affecting Washington residents and the planning considerations for individuals and families evaluating a move to a lower-tax state.Understanding Inflation Assumptions: What Financial Planners Are Really Doing—and Why It Matters
Toronto, ON, March 25, 2026 (GLOBE NEWSWIRE) -- Inflation is one of the most critical, and often misunderstood, variables in financial planning. In its latest educational post, Cardinal Point Wealth Management sheds light on how inflation assumptions are actually used within financial plans and why they have a profound impact on long-term financial outcomes.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.
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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
