A Dedicated Team

Each of our clients is served by a team of senior Cypress principals who understand your individual and family goals, investment objectives and risk tolerance. 

The Big Picture

We help manage all of your investment assets in the financial markets, as well as your real estate, the businesses you own or run, concentrated equity positions or any other assets. 

Minimizing Taxes

Smart wealth management takes every opportunity to reduce your tax burden and manage every investment in terms of its potential tax implications.

The Best Advice — Free of Conflicts

We believe the best way to serve clients is to be completely objective and free of any conflicting financial interest. We’re always on the same side of the table as you.

Investing Alongside You

Cypress founding principals invest personal capital in 100% of its recommended investments.  We believe a personal stake in each investment says much about our conviction.