Cardinal Deragon Wealth Management team

Our Philosophy

It is our opinion that the most important part of wealth management planning is understanding the big picture. That is, there are so many more important factors to building a tangible and effective wealth plan and we view that wealth as far more than just investments. With that in mind, we pride ourselves in giving you the respect of truly listening and to working with you in collaboration rather than for you.

 

Paul Cardinal

Paul Cardinal

Senior Investment Advisor

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Anthony Deragon

Anthony Deragon, PFP

Investment Advisor

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Tanner Smith

Tanner Smith

Associate Advisor

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Latest Insights

The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

Feb 07, 2025

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

Feb 05, 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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