Palm Desert, CA.— Cypress Wealth Services, LLC, a registered investment advisory firm, has welcomed Carey McCrady, CFP®, as a new Financial Advisor. This marks Cypress's first advisor in Arizona.
"We are pleased to announce that Carey has joined our team," stated David Thatcher, a Partner at Cypress Wealth Services. "Carey brings a wealth of experience to the table, and his expertise in 401(k) and retirement plans as a Certified Financial Planner (CFP) is invaluable. We are excited to have him become part of the Cypress family."
Carey delivers an educational approach when assisting clients. He emphasizes the importance of ensuring clients thoroughly understand every aspect of their financial plan. Whether discussing portfolio management, the benefits of a Roth conversion, or other tax planning strategies that can enhance the plan's success, Carey strives to empower his clients. His clientele primarily consists of high-net-worth individuals and business owners, for whom he provides comprehensive financial planning. Additionally, Carey specializes in supporting retirement plan sponsors in managing the fiduciary responsibilities associated with offering a 401(k) plan.
By incorporating Carey into their team, Cypress Wealth Services expands its reach to Arizona and the 401(k)/retirement plan market. The firm plans to bring more like-minded advisors in the future. If you are interested in joining Cypress Wealth Services, please contact Cypress@CypressWS.com.
Carey is located in Gilbert, Arizona. He can be contacted via email at Carey@CypressWS.com or by phone at 480.712.5551.
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 serves a broad range of client needs using their experience and expertise to act as a foundation for their client service process. The firm uses The Second Growth, which focuses on efficiently protecting, growing, and transferring the wealth and legacy a person has already built to their loved ones. With financial advisors in Palm Desert, CA, Tustin, CA, Athens, GA, Gilbert, AZ and Anchorage, AK, the firm serves clients across the country with Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. For more information, visit www.CypressWS.com or call 760.834.7250.