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Our Services

Cardinal Wealth Management services include trust and estate planning, financial planning, tax planning, investment management, and wealth preservation strategies.

Holistic Wealth Planning

Investment Management

Business Owner Consulting

Special Needs Planning

Non-Profit Consulting

The Cardinal Wealth Management holistic wealth planning process is an in-depth, personalized consultation that addresses all things financial as well as the emotional aspects of responsible stewardship.

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The Cardinal Wealth Management investment management process is a customized and innovative approach to identifying perceived and real risks and pursuing the best returns for the risk’s we are willing to take.

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The Cardinal Wealth Management business owner consulting process is a comprehensive consultation, which comes naturally because we have personally built and sold several businesses.

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The Cardinal Wealth Management special needs planning includes compassionate guidance and assistance for families to create, then execute strategies in order to care for family members who are not able to care for themselves.

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The Cardinal Wealth Management non-profit consulting helps nonprofits create, update, and implement investment policy in order to manage their reserves to better pursue their missions.

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Historical Stock Info

BigCharts is the world’s leading and most advanced investment charting and research site.

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Financial Resources

Use Bankrate.com’s free tools, expert analysis, and award-winning content to make smarter financial decisions.

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The Markets

Bloomberg News delivers business and markets news, data, analysis, and video to the world.

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The News

Get the latest business news on stock markets, economic news, financial updates, and earnings on CNBC. 

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01

Cardinal Wealth Management Process, Step 1: Interview

Cardinal Wealth Management Process, Step 1: Interview

Gather all current financial data, establish a minimum lifestyle target in today’s dollars after taxes, establish a reach lifestyle, and identify any unique financial or emotional goals.

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02

Cardinal Wealth Management Process, Step 2: Planning & Analysis

Cardinal Wealth Management Process, Step 2: Planning & Analysis

Analyze current financial holdings for allocation, risk, pricing, cost, taxes, how they are titled, how they are organized, and identify existing decision-making process. Develop a customized plan that identifies all of the clients’ opportunities for improvement.

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03

Cardinal Wealth Management Process, Step 3: Review the Findings & Engage

Cardinal Wealth Management Process, Step 3: Review the Findings & Engage

Identify each area of improvement, prioritize the clients’ opportunities, review risks associated with each scenario, and determine the best path.

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04

Cardinal Wealth Management Process, Step 4: Implement & Monitor

Cardinal Wealth Management Process, Step 4: Implement & Monitor

Hire Cardinal Wealth Management to pursue identified opportunities. We continually measure portfolio results versus market indices and measure portfolio results versus clients’ needs.

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