Cypress Wealth Services

Cypress Wealth Services Our mission is to bring clarity and confidence to your financial life. For more information, visit www.CypressWS.com or call 760.834.7250.

The advisors of Cypress Wealth Services are comprised of experienced professionals that started their careers with major bank and wirehouse firms. They successfully grew their businesses by providing clients with an exceptional experience with their client-first mentality. Over time they grew tired of working in an environment where they felt shareholder’s interest was more important than the clients. With a move to independence, they sought to remove these conflicts of interests and to build a firm with a Client Standard of Care that would unite the advisors and how they approached each client. Cypress Wealth Services is an independent Registered Investment Advisory (RIA) firm providing financial planning and investment management to high-net-worth individuals, families, business owners, and institutions. Cypress Wealth Services comprises professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services serves a broad range of client needs using their knowledge and expertise to act as a foundation for their client service process. The firm uses The Second Growth, which focuses on efficiently protecting, growing, and transferring the wealth and legacy a person has already built to their loved ones. With financial advisors in California, Alaska, Arizona, and Georgia, the firm serves clients across the country with Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. Disclosure:
The content on this website, including but not limited to commentaries, audio, video, images, and financial information, is provided by Cypress Wealth Services. The information in this website should not be interpreted as investment, legal, accounting, or tax advice and is not a substitute for personalized individual advice from Cypress Wealth Services or from any other investment professional. It is not an endorsement, recommendation, or sponsorship of any company or security. Cypress Wealth Services has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Any request a user makes for information through this website is unsolicited and is not investment advice from Cypress Wealth Services and does not form an investment advisory relationship between the user and Cypress Wealth Services. Cypress Wealth Services does not guarantee the profitability, suitability or potential value of any particular investment. Nothing in this website should be interpreted to imply that past results are an indication of future performance of investments or investment strategies.

In this week’s Financial Insights for SpaceX Employees and Executives article, we explore an important question: How do ...
09/23/2026

In this week’s Financial Insights for SpaceX Employees and Executives article, we explore an important question: How do you choose the right financial advisor?

The right advisor should understand your goals, your values, and the unique complexities that can come with equity compensation and growing wealth.

Here are several important factors to consider before making your decision.

Read more: https://www.cypressws.com/blogs/how-should-spacex-employees-choose-a-financial-advisor-

You’ve worked hard to give your children opportunities. But how do you also help them appreciate the value of earning, s...
09/20/2026

You’ve worked hard to give your children opportunities. But how do you also help them appreciate the value of earning, saving, and making thoughtful choices with money?

For families raising children with wealth, that balance can bring important questions. How much should you provide? When should kids take financial responsibility? And how can you encourage gratitude, independence, and generosity?

These conversations are part of preparing the next generation for the opportunities and responsibilities ahead.

Explore the topic in our latest article:

https://www.cypressws.com/blogs/how-can-i-raise-financially-responsible-kids-when-they-re-growing-up-with-wealth-

If you or someone you love needed help with everyday life, would you know where to start?Long-term care includes a wide ...
09/18/2026

If you or someone you love needed help with everyday life, would you know where to start?

Long-term care includes a wide range of options—from help at home and adult day programs to assisted living, memory care, and skilled nursing. The right support may change as needs evolve.

Understanding those choices early gives your family time to discuss what matters: maintaining independence, honoring personal preferences, supporting caregivers, and planning for the cost.

Our latest article walks through the different types of care and the questions that can help you prepare for aging with dignity and greater clarity.

Read: https://www.cypressws.com/blogs/what-are-the-different-types-of-long-term-care-

You’ve spent decades saving, investing, and managing your finances. As retirement approaches, it’s reasonable to ask: Wo...
09/17/2026

You’ve spent decades saving, investing, and managing your finances. As retirement approaches, it’s reasonable to ask: Would working with a financial advisor add value?

Retirement brings a new set of decisions. Which accounts should you draw from first? When should you claim Social Security? How do taxes, healthcare, and investment risk fit into your plan?

There’s also the personal side: feeling comfortable spending what you’ve saved, navigating uncertainty, and making decisions together as a couple.

An experienced advisor can offer perspective as you work through these questions. Whether that support is worth the cost depends on your needs and what you want from the relationship.

Our latest article explores what to consider as you prepare for your next chapter.

Read: https://www.cypressws.com/blogs/should-i-work-with-a-financial-advisor-as-i-approach-retirement-

Engineers build redundancy into rockets to help keep one component’s failure from jeopardizing the entire mission. Could...
09/16/2026

Engineers build redundancy into rockets to help keep one component’s failure from jeopardizing the entire mission. Could your financial plan benefit from similar thinking?

For SpaceX employees, salary, future compensation, and company equity can tie a significant part of their financial life to one company.

Diversification can help reduce that dependence while leaving room to participate in the company’s future. It starts with a personal question: How much of your family’s lifestyle and long-term goals should depend on a single investment?

Our latest article explores this connection—and what it can mean for the wealth you’ve worked hard to build.

Read: https://www.cypressws.com/blogs/why-diversification-is-like-building-redundancy-into-a-rocket

There’s always a reason to work one more year. Another bonus. Another stock award vesting. Another milestone.But what wo...
09/15/2026

There’s always a reason to work one more year. Another bonus. Another stock award vesting. Another milestone.

But what would that additional year change for you—and what might you be putting off?

After years of building a successful career, deciding what comes next can involve your identity, your relationships, and how you want to spend your time. Perhaps you still love your work. Perhaps you’re ready for retirement.

Or perhaps there’s something new you want to pursue.

Our latest Guiding Google article explores the financial and personal questions that can help you approach that decision with confidence and clarity.

Read here: https://www.cypressws.com/blogs/how-do-i-know-when-it-s-time-to-move-on-to-the-next-chapter-of-my-life-

When divorce begins, it can feel like every financial decision needs to be made at once. It doesn’t.In the latest articl...
09/12/2026

When divorce begins, it can feel like every financial decision needs to be made at once. It doesn’t.

In the latest article from our Life Transitions series, we explore why one of the most important first steps is simply getting organized and understanding your complete financial picture before making major decisions.

Because before you decide how to divide your financial life, you need to understand what you have—and what you’ll need going forward.

Read more:

https://www.cypressws.com/blogs/what-is-the-most-important-financial-step-to-take-when-starting-a-divorce-

Address

74150 Country Club Drive
Palm Desert, CA
92260

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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