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Sally Taylor

Chief Operating Officer and Private Wealth Manager

Cardinal Point Wealth Management

Phoenix, Arizona


Contact Information

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Company Information

Company
Cardinal Point Wealth Management
Industry
financial services
Employees
49.0
Seniority
C suite
Annual Revenue
5500000.0

Technologies

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Keywords

canada & us investment management canadian financial planning us financial planning crossborder financial & estate planning crossborder transition planning crossborder tax & retirement planning crossborder wealth management cross-border financial planning investment management wealth planning tax planning tax preparation estate planning private wealth services canadian expat services u.s. expat services cross-border tax compliance financial planning risk management capital preservation asset allocation investment strategies high net-worth families tax optimization retirement planning charitable planning family wealth management cash flow management business management for athletes expatriate financial services regulatory compliance cross-border investment solutions fiduciary standard custom investment strategies u.s.-canada tax strategy client relationship management financial advisory services integrated financial solutions tax residency status determination foreign tax credit planning cross-border estate planning wealth management strategy portfolio management transparent fee structure client-centric approach wealth management experts investment portfolio diversification tax efficient investing financial goal setting client education resources generational wealth planning tax & estate law cross-border lifestyle management financial compliance solutions navigating tax treaties financial services law practice legal services

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