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.Learn More
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.Learn More
The Cardinal Wealth Management business owner consulting process is a comprehensive consultation, which comes naturally because we have personally built and sold several businesses.Learn More
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.Learn More
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.Learn More
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.
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.
Identify each area of improvement, prioritize the clients’ opportunities, review risks associated with each scenario, and determine the best path.
Hire Cardinal Wealth Management to pursue identified opportunities. We continually measure portfolio results versus market indices and measure portfolio results versus clients’ needs.