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

Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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