Cypress Wealth Services
Financial Services • 
Palm Desert, California, United States • 11-20 Employees
Company overview
| Headquarters | 74150 Country Club Dr, Palm Desert, California 92260, US |
| Phone number | +17608347250 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Charitable Planning, Retirement Planning, Business Planning, Financial Planning |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contacts at Cypress Wealth Services
Jim Bray
Managing Director & Senior Financial Advisor
Greg Frech
Managing Director & Senior Financial Advisor
Lee Ellen Walker Redd
Director Of Operations
Cypress Wealth Services Email Formats
Cypress Wealth Services uses 3 email formats. The most common is {first initial} (e.g., j@cypressws.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cypressws.com | 83.3% |
{first name} | john@cypressws.com | 11.1% |
{first initial}{f2}{f2} | j{f2}{f2}@cypressws.com | 5.6% |
About Cypress Wealth Services
Cypress Wealth Services (CWS) is an independent Registered Investment Advisor (RIA) firm dedicated to providing comprehensive financial planning and investment management for high-net-worth individuals, families, business owners, and institutions. Our team is comprised of professionals with diverse backgrounds, advanced qualifications, and decades of combined experience. This expertise forms the foundation of our client service process and allows us to address a broad range of financial needs with clarity and confidence. With financial advisors located in California, Alaska, and Arizona, CWS serves clients nationwide—helping them protect, grow, and preserve their wealth for generations. 👉 Learn more at www.CypressWS.com Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. Certain Insurance products and services are offered as an independent agent. These commissionable sales are conducted outside the advisory client relationship and have no affiliation to the advisory services. The entities listed are not affiliated and neither offer legal or tax advice. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Cypress Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state. For additional information, please contact our Compliance department at www.mshowells.com OR Marc Koven at 760.834.7219 or Marc@CypressWS.com. Check the background of the investment firm at https://adviserinfo.sec.gov/firm/summary/288992
Cypress Wealth Services revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cypress Wealth Services has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Cypress Wealth Services has never raised funding before.
Cypress Wealth Services Tech Stack
Discover the technologies and tools that power Cypress Wealth Services's digital infrastructure, from frameworks to analytics platforms.
Security
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JavaScript libraries
Security
Analytics
UI frameworks
CMS
Performance
Tag managers
Reverse proxies
Analytics
Netherlands
Portugal
United Kingdom
Frequently asked questions
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