Cypress Wealth Services
If there’s ever a time when we need to stop and take stock of all that we have to be grateful for, it’s now. When we said goodbye to 2020, we started the new year with hope and crossed our fingers for a turnaround. But even though 2021 has brought its own set of challenges, both globally and personally, we still have so much to give thanks for.
If you ask people what’s most important to them, they’ll likely say family or friendships or health. But all too often, we let the busyness of life get in the way of the valuable things that make life fulfilling. We are thankful for the opportunities this past year has brought to shift our priorities, see from a different perspective, invest in what matters, and experience the joy that comes from living an intentional life. This has led to growing friendships, stronger family relationships, and too many memories to count!
Plenty of businesses struggled this year with working remotely, having kids at home doing distance learning, and losing employees. We are thankful that our team is strong, committed, and just as passionate as ever about making a difference and caring for our clients. Cypress couldn’t provide our trademark excellent service, creative solutions, and tested strategies without our talented team, so we are thankful that another year has brought us closer and that we can continue to focus on our mission of helping you align your priorities with your financial resources.
For us, one of the most important parts of our lives is joining you on your journey and serving you as you pursue your goals. It is truly our joy to celebrate with you when you reach a milestone and support you when life gets shaky. 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 investing in you and your family in the future!
We hope that your Thanksgiving leaves you refreshed and ready to look forward with hope. Through it all, we are here for you and your family, just a phone call away. Reach out to us at 866.888.6563 with your questions, concerns, or just to touch base before the end of the year. We are thankful for you!
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 financial advisors 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 www.CypressWS.com or call 760.834.7250.