Cardinal Point Wealth Management | Your
Cross-Border Financial Advisor
Our advantage
Cardinal Point is a
boutique wealth management firm that has offices in the U.S. and Canada. Our
cross-border platform provides comprehensive investment management and
financial planning. We are held to the fiduciary standard, which is the highest
standard of care. Put simply, we act as client advocates and must do what is in
their best interest. Our platform offers the unique and value-added benefit of
an integrated cross-border approach. Our advisors have the experience,
knowledge and service standards that clients require.
Our services
Comprehensive investment management
Personal balance sheet and income statement
creation
Budget and cash flow review
Cash management and automated bill pay
Review health, life, disability and property
insurance
Analyze charitable and estate planning
strategies
Domestic transitioning and cross-border wealth
management
Retirement planning
Real estate and liability review
http://www.cardinalpointwealth.com
John McCord, CFP®, CRPC®, TEP
Director of Private Wealth Services
Cardinal Point Wealth Management
19200 Von Karman Ave., Suite 618
Irvine, California 92612
Office: 949-910-8354
Toll Free: 1-866-813-7323
Fax: 949-242-2558
John McCord, CFP®, CRPC®, TEP
Director of Private Wealth Services
Cardinal Point Wealth Management
19200 Von Karman Ave., Suite 618
Irvine, California 92612
Office: 949-910-8354
Toll Free: 1-866-813-7323
Fax: 949-242-2558
