Palm Desert, CA.—Cypress Wealth Services, LLC, an independent wealth management firm, has announced that the advisors of Praxis Wealth Management in Palm Desert have joined the firm. This move establishes Cypress Wealth Services, LLC as one of the largest independent wealth management firms based out of the Coachella Valley.
"I am excited to welcome the financial advisors of Praxis Wealth Management to the team at Cypress Wealth Services," announced Mark Thatcher, a Partner at Cypress Wealth Services. "Adding advisors that share the vision of delivering a superior client experience by providing clients with thoughtful and prudent financial advice and investment management is part of our long-term strategic plan. Kurt and Michael fit perfectly with our team and we are excited for our new partnership.”
Praxis Wealth Management consists of Kurt Mortenson, CFP® and Michael Mortenson, CFP®. Kurt has been in the financial services business for over 30 years and brings a breadth of knowledge and experience. “We wanted to partner with a team that embraced holistic planning and placed their clients’ best interests ahead of all else. Cypress shares our values and by joining forces we have a solid business continuity plan in place and all the benefits of scale, technology and overall support for us and our clients,” Kurt said. “It’s a win-win-win.”
Cypress Wealth Services expects continued growth through advisor transitions and mergers over the coming months and years.
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 is comprised of professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services is uniquely qualified to serve a broad range of client needs. Their experience and expertise act as a foundation for their client service process, 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 and Anchorage, AK the firm serves clients across the country. 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.
Press Release 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. Form ADV contains important information about the advisory services, fees, business, and background and experience of advisory personnel. Form ADV publicly available: www.adviserinfo.sec.gov.
Erik Mora, 949.751.7407