Cypress | Standard of care

Our Standard of Care

Our commitment is to provide you with proactive and thoughtful financial advice. Our Standard of Care is the foundation of how we meet our clients’ needs.

Education

It’s your money, your life and your future. Our goal is to light the path to minimize surprises along the way. Our commitment to educate allows you to be more confident in what lies ahead.

Proactive Approach

Our planning and investment management processes are built on understanding your needs and helping you get to where you want to go. We have built internal processes that help us execute on our commitment to be proactive as we help you address the opportunities and challenges as your life unfolds.

Relationship

We will take the time to get to know you and what you value to create a relationship that is transparent and honest. We are focused on being a multigenerational advisor that works in concert with your other trusted advisors. Our commitment is to be both responsive and intuitive, while we consistently put your interests above our own.

Expertise

Individually, our financial advisors have varied backgrounds, perspectives and expertise. Collectively, our advisor teams are committed to delivering a holistic approach to wealth management, using peer-reviewed research, investment strategies tailored to your needs and goals and a fiduciary commitment to serve your best interests above anything else.

Business Continuity Plan

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.

Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.

Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.

Check the background of our Investment Professionals on FINRA's BrokerCheck here.