Cardinal Point Wealth Management

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2255 Glades Rd Ste 324A
Boca Raton, FL 33431
+1 (561) 894-8337
https://cardinalpointwealth.com

Cardinal Point Wealth Management is a Canadian and U.S. wealth management firm dedicated to serving the sophisticated needs of high-net-worth families navigating cross-border financial complexities. With a fiduciary standard, their team provides tailored investment management, financial, estate, and tax planning solutions for clients in Canada, the U.S., and expatriates living abroad.

Focused on delivering a seamless financial experience, Cardinal Point assists individuals and families transitioning between Canada and the U.S. by addressing critical issues such as departure taxes, asset management, and estate planning. Their expertise ensures that clients can effectively manage their wealth while minimizing tax liabilities and optimizing financial strategies across borders.

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United States›Florida›Boca Raton›Cardinal Point Wealth Management