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We’re Never Too Busy To Help Someone You Care About

September 2019

By: David Thatcher, CFP®

How many of your decisions are determined by money? How often do financial concerns keep you up at night? As much as we hate to admit it, money often drives our lives. We want to focus on what’s important and what matters most, whether that’s family, health, or pursuing passions, but instead, the time-consuming task of managing money often leads to stress and worry. That’s why an advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel.

But finding an advisor you can trust and want to work with for the long term is easier said than done. At Cypress Wealth Services, we understand that this is an overwhelming and intimidating process. Trusting someone with your hard-earned money and your precious retirement years is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to place their finances in our hands.

We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

What Sets Cypress Wealth Services Apart?

We’ve been fortunate to work with a wide range of clients who refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:

  1. A personalized approach: Our goal is to align your most important priorities, such as your financial needs, family values, and charitable interests, with your financial resources in a way that is tailored specifically for you. After analyzing what matters most to you, we develop a financial blueprint that encompasses your investment philosophy, legacy plans, risk control, cash flow strategies, and liability management.
  2. Trust and transparency: As an independent RIA fee-based firm, we have structured our business around the concept of honesty, trust, client commitment, transparency, and fiduciary care. From the first meeting, we are passionate about showing our clients how much we care, from listening to their needs to frequently communicating with them. We continuously try to improve our skills for the betterment of our clients. When working with us, clients will always understand our fees and the reasoning behind our recommendations.
  3. A dedicated team: When you work with us, you get a whole team dedicated to your success. Our team collaborates and most clients have at least two dedicated advisors assisting them with their needs. Not only that, but we act as your quarterback, coordinating with other professionals, such as CPAs, attorneys, and insurance agents, to ensure your entire financial life is integrated and on track to reach your goals.
  4. We simplify: Our mission is to bring clarity and confidence to your financial life. We make this a reality by providing easy-to-understand tools to help you organize your finances, plan effectively for the future, and invest your money efficiently.
  5. We focus on your Second Growth: As you approach and live in retirement, your financial needs and concerns change. What you did before may no longer work. We focus on preparing for this stage of life, specializing in risk management and income planning to successfully protect, grow, and transfer your wealth.

Who We Serve Best

At Cypress Wealth Services, we provide financial planning and investment management to high-net-worth individuals, families, business owners, and institutions. We specialize in two areas. First, we focus on corporate executive planning, offering comprehensive financial, estate, and tax planning, along with personalized diversification strategies designed to reallocate your assets and protect the value of your stock. We also specialize in helping our clients plan for a confident retirement, both before, during, and after the transition into their golden years. Our clients turn to us to take charge of the financial planning and decision-making process so they can focus on their passions in life.

Do You Know Someone Who Could Benefit From Our Services?

One of the reasons we work with a select number of clients is to provide personalized attention and care to each one, as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help too. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help them as well.

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please share this article with them or have them contact one of our offices 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.