Cypress Partners

Specialties

We measure wealth differently. Traditional wealth is based on net worth. We measure wealth based on happiness, health, peace of mind and the ability to do what you want, when you want and how you want.

Our process starts with a conversation and thorough understanding of your resources, needs, concerns, opportunities and goals. Our gap analysis will determine where you are today and derive solutions to lead you to your destination with confidence and clarity.

Our team designs a unique strategy that clearly reflects your personal situation. We call this wealth continuity. Imagine having your own wealth coach coordinate a team of trusted professionals dedicated to comprehensively managing all aspects of your financial affairs.

History

Established in 2008.

In a climate cluttered with advice and opportunity, warnings and risk, temptations and obligations, financial matters can be utterly intimidating and confusing. Before long one could be buried in bureaucracy or torn between conflicting advisors. The antidote is working with a wealth coach.

Investing is just one component of wealth management. Proper planning is about you and your relationship with a dedicated team of professionals who can help achieve your goals from wealth accumulation and growth, to protection and preservation, and ultimately to allocation and distribution. We prepare you for and protect you against both expected and unexpected life changes.

At Cypress, the cornerstone of that relationship is what we call your wealth coach. We are the financial center that makes sure your plan is comprehensive and coordinated.

Meet the Business Owner

Peter W.

Business Owner

Peter co-​founded Cypress Partners because he is passionate and devoted to helping people make good financial decisions. In an industry laden with conflict and non-​transparent product offerings, Peter was devoted to starting a firm that kept client interests at the forefront of every decision: a firm that allows Peter to serve as a client steward or «wealth coach,» and guide his clients towards financial security and peace of mind.