Cypress Wealth Services
Hours:
74150 Country Club Dr, Palm Desert CA 92260 Hours
About Cypress Wealth Services
Our mission is to bring clarity and confidence to your financial life. To meet this goal, we provide specific resources that aim to simplify the complicated by providing you easy to understand tools to help you organize your finances, plan effectively for the future, and invest your money efficiently. We are a full-service financial services firm that provides proactive financial advice and investment management for high net worth families, business owners, and institutions.
Most Recent Reviews
October 2025
Jim and his team are so good and responsive I feel like I'm just calling my friend and getting help. I Highly recommend!
October 2025
The markets have been good so hard to not be good at making money. Our esperience at Cypress has been great because they are on top of your needs. We live in France so transfers of money or changes in planning are more complicated and their staff is so efficient there has never been a problem. We get immediate and professional...
read full commentOctober 2025
Jim Watson and his staff have always been at the ready whenever I had a need or concern. Truly first class service . Feel free to call me anytime you want a personal testimonial..
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