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A Time To Be Grateful

November 2019

By: Clark Penney

Happy Thanksgiving from our team at Cypress Wealth Services! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously.

A Time To Be Grateful

The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for. Here are a few things I am grateful for this year.


Family probably tops the list for many of us. For many of us at Cypress Wealth Services, we have children, siblings and parents still with us. Family is at the core of why we work hard. Our family helps us relate to our clients. We know the importance of financial security and the ups and downs that life can throw our way. We value the trust our clients put in us to help them and their families navigate their financial life. 


It’s one thing to have a job you love, it’s even better when you also work with incredible colleagues you can count on. I wouldn’t be the person I am without the support and friendship of those I work with daily. Not only have we all grown professionally together, but we challenge each other to do better every day in both our professional and personal lives. We strive to have a “WOW” culture where we not only work hard for our clients but for each other.


Our team at Cypress Wealth Services truly appreciates the long-lasting relationships we have with each of you, and we want to continue to help you achieve your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the blessings in your life.

As we reflect on all we’re grateful for this year, we want to make sure to thank you, our clients, for choosing Cypress Wealth Services to guide you in your financial life. We look forward to supporting you and your family in the future!

What are you most thankful for? What successes and blessings have this past year brought for you? We’d love to hear your stories. Reach out to us at 866.888.6563 today!


About Cypress Wealth Services

Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services comprises professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services is uniquely qualified to serve a broad range of client needs, and their experience and expertise act as a foundation for their client service process. The firm uses The Second Growth, which focuses 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 in Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. For more information, visit or call 760.834.7250.