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Cypress Asset Management, Inc.
       
 
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Cypress Asset Management, Inc.
 
 
Overview: 

Cypress Asset Management, Inc. is a SEC Registered Investment Advisor. Cypress provides financial planning and investment advisory services to financially established individuals, trust funds, retirement plans, non-profit organizations and fiduciaries. We founded our firm in 2002 and are based in Peoria Heights, Illinois.

An independent, fee-only advisor, Cypress stands apart in an industry crowded with conflicts of interest. Our independent status is unique and allows us to remain impartial in our advice. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. Thus, we are free to focus strictly on developing and implementing financial plans and disciplined investment strategies.

Cypress clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving capital, growing assets, and avoiding the myriad risks that abound in today’s investment environment. They understand the folly of attempting to predict short-term trends, having chosen instead to steadfastly focus on long-term planning and results.

After working through our comprehensive planning process, Cypress clients have a clear understanding of risk and return, a lower level of tax exposure, and an integrated investment strategy. Their financial affairs are better organized, their investment expenses usually decline, and they have a clear and concise plan to guide their estate through multiple generations.


 
 
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