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+)
Palm Beach Office
2255 Glades Road, Suite 324A
Boca Raton, FL 33431
Orange County Office
19200 Von Karman Ave., Suite 600
Irvine, California 92612
Toronto Office
1243 Islington Avenue, Suite 903
Toronto, ON M8X 1Y9
Phoenix Office
3336 N 32nd Street, Suite 100
Phoenix, AZ 85018
Calgary Office
Stock Exchange Tower
2160, 300 5th Ave SW
Calgary, AB T2P 3C4
