Our Approach

While advising clients can take many avenues, our team shares a common vision: to help clients develop clear direction for their finances and their life by providing guidance along the way.

That’s why we are Cardinaux Wealth Advisors. We believe what sets us apart are our skills, our values, and our commitment to excellence. While others may focus solely on your portfolio, we look to provide personalized advice customized to your total financial situation.

Real. Clear. Direction.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)