Cypress Wealth Services, LLC
Cypress Wealth Services, LLC is an independent Registered Investment Adviser (RIA) headquartered in Palm Desert, California. The firm specializes in comprehensive financial planning, wealth management, retirement solutions, estate and legacy planning, insurance, and tax planning. With a team of experienced advisors, Cypress Wealth Services provides individualized guidance to high-net-worth individuals and families, focusing on bringing confidence and clarity to their financial lives. The firm was founded in 2017 and employs approximately 10-20 professionals, reinforcing its commitment to proactive advice and thoughtful client care.
Investment Strategy
Cypress Wealth Services delivers personalized, goals-based financial planning and investment management. Their approach centers on a 360° portfolio analysis, incorporating risk assessment, asset allocation, estate planning, tax efficiency, and insurance solutions. The firm partners with clients and their CPAs to optimize tax outcomes, ensure portfolios reflect client values and objectives, and proactively anticipate life needs. Their strategy emphasizes clarity, education, and tailored wealth solutions for long-term financial success.
Top Holdings
Equity Positions (327)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.68% | $34.7M | 136,156 | $139.55 | $254.63 | +$7.1M |
I IVV | ISHARES TR | 4.62% | $28.2M | 42,136 | $401.43 | $669.30 | +$1.4M |
S SPLG | SPDR SERIES TRUST | 4.12% | $25.2M | 321,343 | $52.49 | $78.34 | +$3.7M |
Q QUAL | ISHARES TR | 3.79% | $23.2M | 119,142 | $139.80 | $194.50 | -$1.0M |
D DYNF | BLACKROCK ETF TRUST | 3.73% | $22.8M | 384,616 | $46.45 | $59.20 | +$3.0M |