Cypress Private Wealth Launches New and Improved Website

Cypress Private Wealth is pleased to announce the launch of our new and improved website. The new site went live on August 23, 2019. The fresh look and feel make it easier to find information, read about timely and important topics and contact us when you have a question.

If you haven’t had a chance to check it out yet, please do. The easy-to-access navigation allows you to research who we are and how we can help you. We are upfront with all of our fees and services and are one of the only financial advisory firms that focuses on using technology and tools to better manage risk in the Silicon Valley – after all, all things start with a thorough risk perspective! We focus on helping entrepreneurs, business owners, technology professionals, physicians and attorneys in the San Jose and Los Gatos area.

Our new look is more user-friendly and provides a clearer message of who we are, what we do and what we believe.

Here are 6 things we’re especially excited about:

1. Free resources.

Ultimately breaking away from the large financial institution we originally met at and its philosophy to simply push products, Cypress Private Wealth was created with a focus on educating our clients and helping them understand the financial planning process. With that in mind, we now offer a free eBook: Financial Planning for the Private Investor: 4 Ways to Plan for Growth and Effectively Manage Risk. You can easily download it here and read it at your own pace.

2. Check out our blog!

We will also publish new articles to our blog on a regular basis to share financial planning tips, strategies and myths that cost investors millions of dollars. You can even sign up to get our latest posts right in your email inbox. The financial services industry can be confusing and intimidating, so we’ll attempt to break down some of these concerns every month.

3. Connect with us on social media.

Are you on LinkedIn? Facebook? Twitter? We are too! Friend us, check out our financial planning tips and stay connected right from our home page.

4. Read through our frequently asked questions.

With years of experience helping clients plan for a better future, the advisors at Cypress Private Wealth hear a lot of the same questions and concerns. If you’re new to financial planning (or find yourself looking for a new advisor to work with), chances are you have some of these same questions. So we’ve created an FAQ page. Browse through these questions and see how we can help.

5. Check our track records.

People can be skeptical when it comes to working with a financial advisor. Unfortunately, there are a lot of salespeople who prey on investors naivety when it comes to financial planning and push products for their firm. But we have nothing to hide. So to help make clients more comfortable about who they’re working with, we’ve included a link on each of our advisor’s bios, so you can check our track record through FINRA’s Broker Check service. Our bios also include a direct email address and phone number. We understand how important it is to choose the right financial advisor to work with, so we’ve made it easy to research who we have on our team.

6. We offer White Glove Wealth Management.

Many firms only offer full-service, turnkey wealth management to older, wealthy individuals, but at Cypress Private Wealth, we believe in helping clients build their wealth, contribute to this wealth and reach their goals. Learn more about this personalized service to see if it’s right for you.


Cypress Private Wealth is a fiduciary financial advisory firm with offices in San Jose and Los Gatos, meaning our advisors have a legal obligation to put our clients’ best interests first. If you’re looking for a financial advisor for the first time or want to make a switch, visit our new site and let us know what you think.


The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including loss principal. The advisors of Cypress Private Wealth are Registered Representatives with, and securities offered through LPL Financial, Member FINRNSIPC. Investment advice is offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC and Cypress Private Wealth are separate entities from LPL Financial.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.