Thank you for your inquiry. Your privacy is important to Cardinal Point Wealth Management. No information will be released to any unrelated third party. Once the form has been submitted, a Cardinal Point representative will contact you.
In our experience, those individuals or families that are a good fit for our firm’s services exhibit the following characteristics:
- Strive to develop a long-term working relationship with a trusted advisory team
- Desire to delegate and integrate their:
- portfolio management ($1M+ of investable assets), financial and tax planning requirements to a team of wealth planning professionals OR
- investment management only ($500K+)
