Cypress Asset Management

Cypress Asset Management is a boutique wealth management firm founded in 2001, driven by the belief that achieving financial success is about more than just numbers. We empower individuals and families to take control of their financial lives through a holistic and personalized approach to wealth management.

Our Philosophy: Simplicity for Enhanced Living

We embrace the power of simplicity to navigate the complexities of wealth management. By reducing unnecessary clutter and focusing on what truly matters, we help clients achieve clarity, intention, and fulfillment in both their financial and personal lives.

Our Services

We offer a comprehensive range of services designed to simplify and streamline your financial journey, including:

• Goal-Based Planning: We work with you to define your financial goals and aspirations, then develop a customized plan to achieve them.
• Investment Management: Our experienced portfolio managers utilize a disciplined and transparent approach to investing, prioritizing risk management and aligning your investments with your values.
• Tax Optimization: We proactively identify and mitigate tax liabilities through strategic planning and regular review.
• Retirement Planning: We help you maximize your retirement accounts, including IRAs and 401(k) plans.
• Estate Planning: We guide you in creating a comprehensive estate plan to ensure your assets are protected and your wishes are respected.

A Fiduciary Approach

As a fee-only, registered investment advisor, we prioritize transparency and accountability in everything we do. We never accept commissions or sell proprietary products, ensuring our recommendations are solely driven by your best interests.

Our Team and Values

Our team of experienced financial professionals is passionate about helping clients achieve lasting financial success. We are guided by core values of:

• Integrity: We uphold the highest ethical standards and act with transparency in all our interactions.
• Client-Centeredness: Your needs and goals are our priority.
• Expertise: We leverage our deep industry knowledge to provide sophisticated solutions.
• Empowerment: We believe in educating and engaging clients in the wealth management process.

Join Us on Your Financial Journey

Cypress Asset Management is committed to guiding you every step of the way, empowering you to make informed financial decisions and achieve financial goals that align with your unique vision for life. Contact us today to schedule a consultation and explore how we can help you simplify your financial life and focus on what truly matters.