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Cardinal Point Wealth Management

Introduction

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.

Contact Info

Address:
2255 Glades Road, Suite 324A
Boca Raton
FL 33431
United States
Tel:
866-213-2036
Website:
https://www.ptmelectric.com/landing

Offering

  • cross border wealth management
  • cross border tax planning
  • cross border financial planning
  • cross border transition planning
  • cross border estate plan

Hours of operation

From To From To From To
MondayOpen
TuesdayOpen
WednesdayOpen
ThursdayOpen
FridayOpen
SaturdayOpen
SundayOpen

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