Scottsdale, AZ logo

Scottsdale, AZ Office

Team
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Cardinal Point Wealth Management logo

Cardinal Point Wealth Management

Multi-team

Firm-wide stats for Cardinal Point Wealth Management

Total advisors

9

Across 4 offices

Clients per advisor

242 Very High

Avg AUM per client

$1,918,397 Very High

HNW client ratio

52% Very High

About

Cardinal Point Wealth Management serves individual and high-net-worth clients as well as trusts, estates and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non‑discretionary investment advice. The firm also offers cross‑border planning and implements advice for held‑away retirement and education accounts, and is registered to provide advisory services in the U.S. and with multiple Canadian securities regulators.

The firm follows a long‑term, globally diversified, asset‑allocation approach that emphasizes a core‑and‑satellite structure: low‑cost, index‑oriented core exposures combined with quantitatively screened satellite positions (including factor premiums and selected alternatives) and tactical adjustments with periodic rebalancing. Portfolios may include ETFs, mutual funds, individual equities, fixed income, interval and alternative funds, and private fund commitments, and the firm integrates financial planning and operational tools such as a third‑party order management platform for held‑away accounts.

Cardinal Point is an indirect subsidiary of Focus Financial Partners and makes use of affiliated resources—including tax and insurance affiliates, pension‑consulting capabilities, and affiliated private fund sponsors—to introduce clients to tax and insurance services and to offer access to affiliated private investment vehicles; the brochure discloses related revenue‑sharing and referral arrangements and how those potential conflicts are managed. The firm also reports a significant non‑U.S. client base and maintains its principal office outside the U.S., and it discloses the use of testimonials and formal referral agreements as part of its client acquisition practices, items that are less common among multi‑team peers.

Based on Cardinal Point Wealth Management

Expertise

Private / alternative investments Wealth management

Based on Cardinal Point Wealth Management

Location

14000 N Pima Drive Ste #215

Scottsdale AZ 85260

Advisors at this office

5

Advisors at this office

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Michael H

CFA®, Series 65

Scottsdale, AZ

Cardinal Point Wealth Management

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

Private / alternative investments Wealth management
user avatar

John F

CFP®, Series 66

Scottsdale, AZ

Cardinal Point Wealth Management

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Private / alternative investments Wealth management
user avatar

Sally T

CFP®, Series 65

Scottsdale, AZ

Cardinal Point Wealth Management

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

Private / alternative investments Wealth management
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Jeffrey A

CFP®, Series 66

Scottsdale, AZ

Cardinal Point Wealth Management

Jeffrey Adema is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been affiliated with various Cardinal Point entities since 2018 and previously operated a personal limited liability company. He is based in Scottsdale, AZ. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Private / alternative investments Wealth management
user avatar

Christina A

Series 65

Scottsdale, AZ

Cardinal Point Wealth Management

Christina Artem is a financial advisor at Cardinal Point Wealth Management in Scottsdale, AZ, holding a Series 65 designation. She has seven years of industry experience, including roles at TD Wealth and RBC Phillips, Hager & North. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and offers cross-border U.S./Canada services.

Private / alternative investments Wealth management
View complete list of advisors at this office
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