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Cardinal Wealth Management
Cardinal Wealth Management
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    • Home
    • What We Do
      • Trust Services
      • Financial Planning
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      • Investment Planning
      • Portfolio Development
    • Contact Us
    • Client Login
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  • Home
  • What We Do
    • Trust Services
    • Financial Planning
    • Business Planning
    • Investment Management
    • Investment Planning
    • Portfolio Development
  • Contact Us
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Call Us: 239-215-1114

Why work with a ria?

Why work with a ria?Why work with a ria?Why work with a ria?

We are Independent Wealth Advisors. 

We Utilize Academic Research.

We are Responsible to ONLY You.

Find a Financial Advisor

Call Us: 239-215-1114

Why work with a ria?

Why work with a ria?Why work with a ria?Why work with a ria?

We are Independent Wealth Advisors. 

We Utilize Academic Research.

We are Responsible to ONLY You.

Find a Financial Advisor

cardinal wealth management

  

Cardinal Wealth Management is a premier financial services firm that focuses on helping individuals and families achieve their financial goals. With a team of experienced and knowledgeable advisors, we provide personalized solutions and guidance to help clients navigate the complexities of wealth management. Our services encompass a wide range of areas, including investment management, retirement planning, estate planning, tax strategies, and more. We are committed to building long-term relationships with our clients and assisting them in creating a secure and prosperous financial future. 

What we do

Trust Services

Financial Planning

Financial Planning

 Learn More About Estate Planning

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Financial Planning

Financial Planning

Financial Planning

As Fiduciaries, We Alaways Put Our Clients First.

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Business Planning

Financial Planning

Investment Managament

A Good Business Plan Is Roadmap To Help You Run Your Business

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Investment Managament

Investment Managament

Investment Managament

Allow Us To Personalize Your Investments To Your Goals

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Investment Planning

Investment Managament

Portfolio Development

 Full Range Of Investment Opportunities

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Portfolio Development

Investment Managament

Portfolio Development

Industry-Experienced Professionals

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FORM ADV 2b | DISCLAIMERS

ADV Part 2B - Tony Toska (pdf)

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ADV Part 2A - C W M, LLC (pdf)

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This material is for informational purposes only. It is not intended to provide any financial planning or wealth management advice or recommendation. Please consult a qualified financial advisor before making decisions about your personal financial situation.  Investment advisory services are offered through Cardinal Wealth Management, LLC, a Registered Investment Advisor in the State of Florida. Fixed insurance products are offered by and guaranteed by the stated issuing company. Our representatives can be compensated on a fee basis, commission basis, or both depending on the scope of the client-planner engagement. 


 To learn more about Cardinal Wealth Management, LLC and its financial professionals, visit  FINRA BrokerCheck®. 



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