What We Do
Cardinal Wealth Management embraces the principles of the Certified Financial Planner’s Board and our role as a fiduciary to our clients. Our planning process takes into consideration all things financial as well as many emotional priorities, in order to organize their complicated financial lives, prioritize their next steps, and ultimately increase their chances for success.
Our Services
Holistic Wealth Planning
Our holistic wealth planning process is an in-depth, personalized consultation that addresses all things financial as well as the emotional aspects of responsible stewardship.
Investment Management
Our 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.
Business Owner Consulting
Our business owner consulting process is a comprehensive consultation, which comes naturally because we have personally built and sold several businesses.
Special Needs Planning
Our 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.
Non-Profit Consulting
Our non-profit consulting helps nonprofits create, update, and implement investment policy in order to manage their reserves to better pursue their missions.
Our Process
At the core of every new engagement is our planning process. This true for all of our clients, including entrepreneurs growing their business, established corporate executives with concentrated stock positions, successful retirees, non-profits managing their reserves to forward their mission, or an individual with special needs planning. Our belief, as your fiduciary is that each engagement starts with planning.