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

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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