Cypress Capital delivers a robust suite of services to high net worth investors and their families. We deliver the investment expertise and world-class service necessary to achieve your financial security now and for generations to come.
We understand that each client’s needs and goals are unique. With the ultimate goal of achieving targeted investment returns while exposing our clients to the least amount of risk necessary we create customized plans to fit each individual’s short and long term financial goals.
We take a holistic approach to the financial advice and guidance that we provide to you and your family by looking at your complete financial picture. We believe that both sides of your balance sheet are equally important and create a plan with all your assets and liabilities in mind. We coordinate with any outside advisors or professionals you may have to help ensure that all aspects of your financial picture are working in coordination with each other.
Insurance and Risk Management
Insurance is an important and sometimes overlooked portion of a financial plan, many times it can play a pivotal role in complex estate plans and strategies. Whether the intent is to protect what matters most to you, pass on a family held business or to offset tax liabilities passed to your beneficiaries, we have the tools and expertise to customize a strategy specifically for you and your family.
Banking Strategic Partnership
Cypress Capital Wealth Management has a strategic partnership with Northstar Financial Group, Inc. giving our clients access to their network of 25 branches through its affiliate banks of Northstar Bank, West Michigan Community Bank, and Mainstreet Community Bank of Florida. Northstar Bank is headquartered in Bad Axe, Michigan and operates 10 branch locations ranging from Huron County to Washtenaw County across the eastern part of Michigan. West Michigan Community Bank is headquartered in Hudsonville, Michigan and operates seven branch locations in Ottawa and Kent counties of Michigan. Mainstreet Community Bank of Florida is headquartered in Deland, Florida with eight locations throughout central Florida. This banking relationship allows us to offer our clients direct access to work with leading community banks for all of their banking product and service needs, including loans and deposits.
Cypress Capital works with strategic employee benefits partners and many of the world’s leading insurance and risk advisers to help our clients protect their business and support their employees by providing corporate risk and insurance, employee benefits, brokerage and consulting services, and private client insurance services. The depth of our resources, technology platforms, and dedicated service teams provides our clients with the level of risk management and insurance, and employee benefits services they need to protect their assets and attract and retain employees.
Retirement Plan Services
Our one-on-one approach with executives and business owners along with plan sponsors begins with a thorough assessment of your current plan to determine the best solution for you and your employees. Our continued partnership is key to maintaining the best retirement plan that addresses not only your tax situation but also your business plan and financial goals. We have a dedicated team whose sole focus and expertise is in corporate retirement plans. We take the time to help you understand your options and ultimately provide the best solution to meet your plans objectives. As a part of our core retirement plan services, our team conducts employee enrollment and ongoing education programs throughout the year. Our partnership is about helping you and your employees feel financially empowered and on the road to a successful retirement.
Cypress Capital’s family office service offers a concierge approach to the management of your entire financial picture. This white glove experience manages not only your financial plan but also everything from estate planning, family governance, taxes and real estate to philanthropy and the acquisition or sale of privately held investments.
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