Cypress Wealth Services Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Cypress Wealth Services is an independent Registered Investment Advisor firm offering financial planning and investment management to high-net-worth individuals, families, business owners, and institutions. Based in Palm Desert, California, the firm supports clients across the United States through a team of professionals with diverse backgrounds and qualifications. Its client service approach aims to address a broad range of financial needs with clarity and confidence.

Investment advisory services are provided through Cypress Wealth Services, an SEC-registered investment adviser. Securities are offered through M.S. Howells & Co., a registered broker/dealer and FINRA/SIPC member, with insurance products available via independent agents outside the advisory relationship. The entities operate separately and are subject to state registrations and residency requirements, with not all products available in every state.

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