Meet Our Team
Cypress Private Wealth’s efforts are supported by LPL Financial. LPL Financial is a value driven firm that supports independent advisors across the country.
By partnering with LPL, we access deep resources that allow us to serve you better.
LPL also act as the custodian for your funds. Their advanced security and experience safeguarding client funds helps keep your money safe.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.