The advisors of Cypress Wealth Services are comprised of experienced professionals that started their careers with major bank and wirehouse firms. They successfully grew their businesses by providing clients with an experience that was deeply rooted with a client-first mentality. Over time they grew tired of working in an environment where they felt shareholder’s interest was more important than the client's. With a move to independence, they sought to remove these conflicts of interest and to build a firm with a Client Standard of Care that would unite the advisors and how they approached each client.
As an independent RIA firm providing financial planning and investment management to high-net-worth individuals, families, business owners, and institutions, we are positioned to best serve our clients’ needs and the needs of future generations that follow. Our team approach allows us to provide the necessary level of expertise to manage our client’s wealth the way they need and deserve. Our firm is comprised of eleven financial advisors with four Certified Financial Planners, one Chartered Retirement Planning Counselor, a dedicated portfolio manager, and advisors focused on serving specific client objectives. Our experience and expertise have been the foundation for our client service process and client Standard of Care. Our focus is on efficiently protecting, growing, and transferring to their loved ones the wealth and legacy a person has already built. With financial advisors in California, Alaska, Arizona, and Georgia, the firm serves clients across the country.
