Most financial advisors focus on passive investing. While it sounds great to match market gains, people forget that it means you’ll participate fully in market losses, too. We saw that in 2008 and most people would prefer not to repeat that experience.
We believe as your advisors, we need to do more than passively invest your assets. So at Cypress Private Wealth, we provide:
Active risk management to seeks to provide you more downside protection
Tax-efficient strategies designed to build wealth more consistently
Comprehensive financial planning to help you achieve your short and long term goals
White-glove, full-service support to organize your entire financial life and give you peace of mind
