Cardinal Point Wealth Management

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management in Scottsdale, AZ, and previously worked at KeatsConnelly and Whirlyball. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with comprehensive portfolio management, financial planning, and tax preparation services. The firm follows a long-term, globally diversified investment approach using a core-satellite framework, tailoring advice to client goals and risk tolerance.

Matthew Carvalho is a financial advisor at Cardinal Point Wealth Management with 17 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior work includes nearly a decade at Loring Ward Securities Inc. and multiple roles within the Cardinal Point group since 2018. 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 services for U.S. and Canadian clients.

Kristopher Rossignoli is a CFP® professional at Cardinal Point Wealth Management with six years of industry experience. Prior to joining Cardinal Point, he worked at IKO Group of Companies & Single Family Office and Deloitte LLP. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm utilizes a long-term, globally diversified investment approach with a core-satellite framework and offers tailored advice based on client goals and risk tolerance.

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.

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.

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.

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.