Our Story

The start of Cypress Private Wealth

Our small team met while working at a large financial institution, then branched out and moved to different firms.  But each experience had a common thread:  while we all thoroughly enjoyed the technical side of the financial work, we were frustrated with the culture.

Instead of encouraging a focus on client goals, we were pressured to meet sales quotas.  While we liked to think of ourselves as financial advisors and wealth managers, management referred to us all as “producers”.  Sales skills were valued above all, as top “producers” were the best “asset gatherers”.

We all shared a belief:  that the Wall Street business model was good for Wall Street…but not for clients.  We felt we could do better and enjoy our jobs more if we could simply use our skills to help our clients reach their goals.

That was the start of Cypress Private Wealth.

Along with leaving behind the sales culture, we left behind the stuffy suits.  Our goal is to be productive and we felt the whole Wall Street image was more for show.  Now, you’re more likely to find us in casual clothes, so we can be more productive.

We also believe in a low overhead model.  Without the expensive office space, we can pass that savings on to our clients.   Most of our clients prefer to meet us virtually, or at their office or home anyway, and our goal is providing convenience.

One area that Cypress has committed to is technology.  We use the best technology and tools we can find that can help us better manage your risk.

Fast forward to today:  Cypress Private Wealth has been honored to serve as the “personal CFO” for many professionals and families in Silicon Valley and beyond.

We pride ourselves on providing the same services as an institutional bank, with more personal attention and none of the conflicts of interest.  We do it with independence, allowing us to focus on serving you, not Wall Street shareholders.

Your Personal CFO

We use the best technology and tools we can find that can help us better manage your risk.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
brokercheck