Our Firm

Cardinal Wealth Management is a full-service wealth management firm dedicated to helping you organize, grow, preserve, and eventually distribute your wealth. Our firm is completely independent, so our loyalty belongs exclusively to you -- not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we leverage to create customized client portfolios.

We take the time to understand your current financial situation, long-term goals, investment experience, and preferences. Once we understand your needs and what is most important to you, we implement a strategy tailored for your specific situation.

For more information about our firm and the services we offer, contact us today.