Who We Serve

Helping You Build Sustainable Wealth

At Cypress Private Wealth, we’re here to help you turn your current strong income into wealth that lasts.  Our clients are mainly entrepreneurs and business owners, technology professionals, physicians and attorneys.

Here’s more information on the primary concerns we can help you with.

Common Client ConcernsHow We Can Help
What happens to my portfolio during the next recession?• Active investment management with a focus on shielding you from excessive downside risk
• Comprehensive financial planning including frequent portfolio stress testing
• If appropriate, shift some of your holdings to alternative investments to lower volatility
• Ongoing, white-glove support to help you stay up to date and confident
How can I sustain my lifestyle after I retire?• Comprehensive financial and retirement planning including detailed cash flow and income projections
• We’ll work with you to develop income strategies to help meet your needs in retirement
• Ongoing, white-glove support to help you feel organized and confident
How can I reduce my income tax load?• Periodic meetings with your accountant to include tax review and potential reduction strategies
• We’ll also regularly look for opportunities to reduce your tax bill as part of our process
• Once you’ve approved strategies, we’ll see them through to completion
• Our ongoing, white-glove support will help you feel organized and confident
What’s the best strategy for my stock options/business sale/pension buyout/ other large transaction?• There are times in your life when a single financial decision can make a big difference in your future. As your personal CFO, we’re here to help you carefully analyze and weigh your options and make well-informed decisions
• Our team specializes in strategic analysis of your options and will work with you to help you find the best course of action
• As always, our ongoing, white-glove support ensures we’ll be there to help you with any follow up needed

We will always act as your fiduciary and put your interests first

Our Commitment to Clients

  • We will work with you to thoroughly understand your goals, preferences, responsibilities and concerns
  • We will listen more than we talk, to make sure we always address your needs
  • We will use our investing skills to help you preserve your wealth and grow it conservatively
  • We’ll return your phone call or emails quickly and always within 24 hours
  • We’ll explain things in simple, interesting terms, not technical jargon
  • We’ll provide you with great technology and online tools so you always know where you stand financially
  • Our fees will be simple, transparent and easy to understand
  • We’ll always look for the least expensive product option that meets your need to keep your investing expenses as low as possible
  • We’ll be there to help you—and anyone in your family—at any time with a financial question or challenge

Financial Planning for the Private Investor

This eBook shares some of the most important lessons we have learned regarding risk management, sound planning, and the execution of due diligence in any market environment.
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