Mission and Values

Our Mission at Cypress Wealth Advisors is to act as an independent voice in the management of our clients' financial affairs.  We seek to build lasting personal relationships focused on integrity and accountability.   As a fee-only advisor, we do not sell products or focus on commission-generating transactions - avoiding many of the conflicts-of-interest that have marked the industry for decades.  Our purpose is help clients make the important financial decisions that will allow them to enjoy their real lives.  

 

Our Core Values:

 

  • Competence
    Our advisors and employees have achieved the highest levels of professional training and certification and continue to educate themselves to maintain a high level of competence in their respective areas of expertise in order to achieve the industry's highest standards.

 

  • Independence
    We act independently from banks, brokers and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual goals of the customer.

 

  • Personal service and support
    Individualized service and support of our customers are of paramount importance at our firm. We offer custom-tailored financial solutions designed to meet your financial goals. Your objectives matter most.

Get to Know Us Personally

Ready to discuss the key components of your financial strategy?

Give us a call at (210) 787-5410.

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