Who we are
Our mission is to provide stewardship and guidance to help our clients protect and grow their legacy. Managing the intricate needs of our clients in today’s complex, rapidly changing economic environment requires a dedicated team approach, focused on developing long-term relationships while providing outstanding service.
The Cypress Group has over 90 years of combined experience, providing wealth planning for high-net-worth individuals, business owners, executives and their families. Our experience allows us to provide strategic investment solutions, wealth planning, legacy and estate planning services, as well as risk management solutions. We strive to be our clients’ single source for wealth management advice, focusing on thoughtful planning and wealth management that looks beyond their investments and integrates all aspects of their financial lives.
Building successful relationships and delivering on our mission requires a variety of experience, roles, skills and personalities. We have built a respected team of professionals committed to our clients’ financial independence. Each team member focuses on different aspects of the overall management process to continue building on our relationship and make adjustments where necessary as a client’s needs change. We are there for them at every stage of their financial journey.
The Cypress Group has been recognized as a Forbes Best-in-State Wealth Management Team, 2023.
Our process
The first step in our wealth management process is to identify a client’s financial needs and set goals by getting to know them. We carefully listen to their objectives and ask the necessary questions to identify specific needs, opportunities, expectations, desires, fears and concerns. We consider their tax situation, liquidity needs and risk tolerance to tailor a plan suited to help them achieve their financial objectives.
Beyond a client’s financial needs, we also consider their life plan. Special circumstances, family needs, health issues, priorities and preferences that shape their life become an integral part of the recommended strategy.
Next, we develop a customized portfolio to complement the client’s overall wealth management plan, incorporating our strategy to seek to minimize risk while carefully selecting goal- and risk-appropriate investments. We have access to an extensive platform of resources and high-quality investments to provide options that fit their goals and wealth plan, investment time frame, risk tolerance, priorities and preferences.
Finally, we periodically review their plan and re-evaluate their needs, based on life changes, market movement and economic factors. We meet with them to discuss any life changes or overall objectives and adjust the portfolio as necessary to help them stay on track.
