Cross Border Investing

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

Please contact for additional information:

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