Different by Design
Most financial advisors focus on passive investing. While it sounds great to match market gains, people forget that it means you’ll participate fully in market losses, too. We saw that in 2008 and most people would prefer not to repeat that experience.
- Active risk management to seeks to provide you more downside protection
- Tax-efficient strategies designed to build wealth more consistently
- Comprehensive financial planning to help you achieve your short and long term goals
- Our full-service support to organize your entire financial life and give you peace of mind
Free of Conflicts of Interest
As importantly, we put you first. Unlike most large financial institutions, we are free of the conflicts of interest so common on Wall Street.
- Unlike the big brand names, we don’t have to report to shareholders
- We don’t have sales quotas
- We don’t have proprietary products
- We don’t have sales contests
A Better Design
We founded Cypress Private Wealth to give you a better option.
- We’re a team of professionals with significant experience
- We founded our firm with a singular focus: you, the client.
- Our goal is to use everything we know to help you pursue your goals.
With You Every Step of the Way
The financial markets are increasingly fast-moving and complex. As your wealth grows, navigating the financial landscape is even more challenging.
At the same time, human nature never changes. No matter how successful we become we all are naturally driven to make emotional investing mistakes. It takes significant discipline and education to fight those urges, and as a busy professional, you don’t likely have time for that.
That’s where we come in. We’re here to help you:
- Simplify your financial life
- Make the best financial decisions
- Protect your money as it grows
- Identify and shore up any potential blind spots
- Build sustainable wealth
Is Cypress Private Wealth Right for You?
- I want to deal with experts, not “relationship managers”
- I want personalized service, so I don’t face implementation headaches
- I’m not content to simply “buy and hold” through all market cycles
- I’d like to have access to institutional strategies like private equity and structured products
- I want an independent firm without conflicts of interest
Serious Risk Management
A rising stock market can make all financial advisors seem skilled, but that’s not always the case. As a successful person, you need someone who can offer more strategy than simply attempting to match stock indexes.
At Cypress Private Wealth, we don’t believe advisors should just let client portfolios rise and fall with the market. Instead, we use active risk management and advanced strategies designed to protect your wealth and grow your assets in a more sustainable manner.
Smart Tax Startegies
As your income rises, your tax burden grows. That’s where tax efficiency can help you build wealth with less risk. In higher risk and low interest rate environments like today, this becomes even more critical.
As part of our financial planning process, we’ll work with your accountant to help identify tax-saving investment and estate planning opportunities. Once we perform an in-depth analysis, we’ll make our recommendations. After you approve a plan, we’ll help manage implementation to make sure your plans are rolled out smoothly.
With Cypress, this is not a one-time event. Your tax situation and available strategies will be reviewed every year to always look for opportunities to improve your financial situation.
In volatile markets, alternative investments like private equity and structured products can help you lower volatility and reduce your portfolio risk. But this area isn’t easily navigated by individuals. It’s easy to overpay or end up stuck in a product that’s not right for you.
With Cypress on your side, if these strategies can benefit you, we’ll source out potential providers that can best meet your needs. These might include private equity or structured products, or even other alternatives.
These more advanced strategies can help you sleep better at night knowing you are making more consistent progress toward your goals.
With our personalized service, we will help organize your entire financial life. This alone helps free up your time, so you’ll feel less stressed and more confident about the future.
Then, our service will help you manage all aspects of your financial life. More importantly, we’ll communicate everything to you in simple, easy to understand terms (not jargon).
Have a question? We’re a phone call away.
Services You Won’t Outgrow
Our team is experienced in all aspects of managing your wealth. We help individuals, families, and institutions with a wide range of services: financial planning, investments, estate planning, tax and gift planning, college funding, business strategy, and more.
With our capabilities, you won’t worry about managing multiple advisors. Instead, we can consolidate everything for you.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
With our personalized service, we’ll organize your entire financial life. This alone helps free up your time, so you’ll feel less stressed and more confident about the future.