Cardinal Point Wealth Management

Project Manager in Boca Raton, Florida

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2255 Glades Road, Suite 324A, Boca Raton, FL 33431

866-213-2036

[email protected]

https://cardinalpointwealth.com/

Category Company: Financial Advisor

Keywords: cross border wealth management, cross border tax planning, cross border financial planning, cross border transition planning, cross border estate planning

We help Canadian and American Expats, Temporary Guests and Snowbirds with assets on both sides of the U.S.-Canada border — optimally structure their investments, liabilities and retirement savings in order to reduce their tax burden and minimize fees.