Are We Right For You?

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.

CypressPW Are we right for you

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.  At Cypress Private Wealth, we act as your own personal CFO.  We’re here to help you:

  • Simplify your financial life
  • Make the best financial decisions possible
  • 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 white-glove 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 the 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 Strategies

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.

Institutional Strategies

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.

Your Personal CFO

With our personal CFO 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.

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).

How often do you hear from your financial advisor?  We know your money is important so you’ll hear from us every week.

Have a question?  We’re a phone call, text or email away and we’ll get back to you within 24 hours.

Service You Won’t Outgrow

Our specialized team is experienced in all aspects of managing your wealth.  We’ve helped business owners, tech executives, physicians, attorneys, high net worth families and many other client types with a wide range of services:  financial planning, investments, estate planning, tax and gift planning, college funding, business strategy and more.

With our wide range of capabilities, you won’t worry about managing multiple advisors.  Instead, you can consolidate everything for you.  If you happen to need a specialty we don’t handle, we’ll help you find the best service provider and coordinate it so it doesn’t take up too much of your time.

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 personal CFO 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.

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