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Cypress Wealth Management, LLC

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Cypress Wealth Management, LLC

Overview:

Plan Well. Invest Wisely. Live the Life You Love.

At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.

Helping you achieve what you desire for your family is our focus. As a fee-only firm we never sell any financial products. Our fees come directly from our clients which means we work for you — not to make a commissioned sale.

With the right plan for you and your family, you can enjoy the present and look forward to the future.

   Conflict free advice (no sales)
   Confidence in having a plan prepared in your best interest
   Comfort in professional stewardship

Why We Are a Fee-Only Firm

Traditional financial advice focuses on product sales and is designed to generate revenue for the the investment firm, bank or insurance company. The more they convince you to trade or to purchase add-on services, the more money they make through commissions. Whether these transactions are in your best interest or appropriate for you is often a secondary concern.

At Cypress Wealth Management, we choose to operate under the higher fiduciary standard. That means we work very hard to ensure that the solutions we recommend are what is best for you. We never sell any product. The only fee we charge is based on the services we provide or the assets we manage for you. That fee brings you our personalized advice and attention, as well as access to the best solutions that the financial world has to offer.

Why We Are an Independent Firm

Our choice to be independent is about loyalty. As an independent firm, our only loyalty is to you, our client. We have no obligations to a home office, a family of financial products, or marketing organizations that may lead to conflicts of interest. We have the freedom to tailor our advice to your personal situation and to select from the best investments and financial solutions available.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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