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Cypress Wealth Services, LLC

Headquartered in PALM DESERT, CA

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Firm Information

Cypress Wealth Services, LLC is an investment advisor based in Palm Desert, CA. The firm has 10 licensed agents, 11 investment advisor representatives, and 8 registered representatives. They manage approximately $821,276,773 in regulatory assets under management for 1,605 accounts. Cypress Wealth Services provides financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. They also offer selection of other advisors and portfolio management for businesses.

Cypress Wealth Services, LLC

74150 COUNTRY CLUB DRIVE

PALM DESERT, CA 92260

$821.28M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CYPRESS WEALTH SERVICES, LLC has a total of 3 branch locations across the country.
location

Mesa, AZ

location

Palos Verdes Estates, CA

location

PALM DESERT, CA

Advisors at Cypress Wealth Services, LLC

View All 9 Advisors
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James Alan Watson

RA

PALOS VERDES ESTATES, CA

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Stephen Ross Biesinger

RA

PALM DESERT, CA

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Penny Elizabeth Salamida

RA

PALM DESERT, CA

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Unclaimed
Jason Mccord Nettleton

RA

PALM DESERT, CA

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Gregory Thomas Frech

RA

PALM DESERT, CA

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Unclaimed
Christian Brad Risenmay

CFP®, RA

PALM DESERT, CA

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Unclaimed
David Reeder Thatcher

CFP®, RA

PALM DESERT, CA

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Unclaimed
Clark Steven Penney

RA

PALM DESERT, CA

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Disclosures

There are no public disclosures for Cypress Wealth Services, LLC.

Frequently Asked Questions (7)

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