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 exceptional experience with their client first mentality. Over time they grew tired of working in an environment where they felt shareholder’s interest was more important than the clients. With a move to independence, they sought to remove these conflicts of interests 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 uniquely 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 clients’ wealth the way they need and deserve. Our 19-person firm is comprised of fifteen advisors with five Certified Financial Planners, five Chartered Retirement Planning Counselors, 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 offices in Palm Desert, CA, Tustin, CA, and Anchorage, AK, the firm serves clients across the country.