Cypress Investment Management, LLC is a highly reputable independent registered investment advisor (RIA) that offers comprehensive financial planning, investment management, and retirement planning services to its clients. With over $1 billion in assets under management and a team of 8 experienced advisors, the firm has a proven track record of success. They pride themselves on building long-term relationships with clients based on transparency, trust, and integrity.
Cypress Investment Management, LLC utilizes a disciplined and proactive approach to portfolio management, staying up-to-date with the constantly changing financial landscape and utilizing the latest technology and research. The team has a combined experience of over 50 years and holds various professional designations, including CFP and CFA. As a fee-only firm, they do not receive commissions for recommending investments, ensuring their clients' best interests are always the top priority. With a clean record and a fiduciary duty to act in their clients' best interests, Cypress Investment Management, LLC is a trusted financial partner for high-net-worth individuals, families, business owners, retirees, and trusts and estates.
Cypress Wealth Management is a financial advisory firm that offers personalized and comprehensive wealth management services to clients. They have been in business for over 10 years and currently manage over $500 million in assets. The firm is supported by a team of 10 experienced financial advisors who work closely with clients to develop tailored strategies and solutions based on their unique financial goals. They offer a range of services including wealth management, investment management, retirement planning, estate planning, tax planning, and insurance planning.
The firm operates on a fee-only structure, which means they do not earn commissions from financial products or transactions. This allows them to provide unbiased and objective recommendations to clients. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Cypress Wealth Management serves a diverse range of clients, including high-net-worth individuals, retirees, business owners, families, young professionals, and corporate executives. They operate as a registered investment advisor and are required to abide by strict regulatory guidelines, including their fiduciary duty to act in the best interests of clients. Clients should be aware of any potential conflicts of interest, disclosures related to the firm's compensation and fees, and information about the firm's disciplinary history, if applicable.
How does the advisor help clients - Key Takeaways:
Great Plains Capital, LLC is a well-established financial advisory firm that has been providing expert financial services to clients nationwide for over 10 years. With a team of over 50 experienced advisors, they offer personalized and comprehensive financial advice to help clients achieve their financial goals. Their commitment to ongoing education and staying up-to-date with industry trends ensures that clients receive the best possible guidance for their financial decisions.
With $500 million in assets under management, Great Plains Capital, LLC caters to a variety of client types, including individuals, families, small businesses, and corporations. They offer services such as investment management, retirement planning, estate planning, tax planning, and risk management. Their fee-only compensation structure ensures that their advice is always in the best interest of their clients, and they have a fiduciary duty to act in their clients' best interest at all times.
The leadership team at Great Plains Capital, LLC has a proven track record of delivering exceptional results and upholding the highest ethical standards. They are required to disclose any potential conflicts of interest or past disciplinary actions, and their team holds all necessary licenses and certifications to provide financial advice. With their dedication to personalized service and a deep knowledge of the industry, Great Plains Capital, LLC is a trusted partner for all your financial needs.
GRAND CROSSING CAPITAL LLC is a reputable financial firm that has been in business for over 10 years, providing quality financial services and valuable insights to its diverse clientele. With $500 million in assets under management and a team of 10 experienced advisors, the firm is equipped to help individuals and businesses achieve their financial goals.
Their comprehensive range of services includes retirement planning, investment management, tax planning, estate planning, and risk management. As a fee-only firm, GRAND CROSSING CAPITAL LLC operates with transparency and puts its clients' best interests first, not earning commissions or compensation from outside companies. Trust and integrity are at the core of their business values.
The team at GRAND CROSSING CAPITAL LLC undergoes rigorous training and education to stay on top of the constantly evolving financial landscape. They provide full disclosure of any potential conflicts of interest or disciplinary actions, ensuring transparency and peace of mind for their clients. With their expertise and commitment to excellence, GRAND CROSSING CAPITAL LLC is a trusted financial partner for all your needs.
How does the advisor help clients - Key Takeaways:
DILLOW WEALTH MANAGEMENT LLC offers personalized financial planning and investment management services to help clients achieve their financial goals. With a team of experienced advisors and a wealth of educational resources and tools, they provide ongoing monitoring and adjustments to meet changing needs and market trends. Regular communication and updates keep clients informed and engaged in their financial journey.
DILLOW WEALTH MANAGEMENT LLC has been in business for over 20 years and their team has a combined experience of over 50 years in the financial industry. They have a track record of helping numerous clients navigate the complex world of finance and reach financial success.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 5 | 20+ years |
DILLOW WEALTH MANAGEMENT LLC offers a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, tax planning, insurance planning, and education funding. They serve a diverse group of clients, including individuals, small business owners, high net worth individuals, and retirees.
The firm charges a fee based on a percentage of assets under management, which covers all financial planning and investment management services. Clients can expect transparency and full disclosure of fees and expenses from DILLOW WEALTH MANAGEMENT LLC.
Founded by experienced financial advisor John Dillow, DILLOW WEALTH MANAGEMENT LLC operates with a focus on personalized and comprehensive financial solutions for their clients. With a clean record and no disciplinary history, their advisors have a fiduciary duty to always act in the best interests of their clients.
PARKVIEW ASSET MANAGEMENT, INC. is a financial advisor dedicated to helping clients achieve their financial goals through personalized and comprehensive services. With over 15 years of experience in the industry, the firm offers a range of solutions, including financial planning, investment management, estate planning, and more. Transparency and education are key values at PARKVIEW, as the firm prioritizes building a trusting relationship with clients through transparent fee structures and informative resources.
The firm caters to various types of clients, including individuals, high-net-worth individuals, business owners, retirees, and families. The fee structure for the firm is based on a percentage of assets under management, taking into account the complexity of clients' financial needs. PARKVIEW was founded by a team of qualified and experienced financial professionals and operates as a registered investment advisor with the SEC. Clients can rely on the firm's fiduciary duty to always act in their best interests. Important disclosures, such as advisor qualifications and potential commissions, can be found on the SEC's website.
Spotlight Asset Group is a reputable financial advisory firm that offers personalized services to help clients achieve their financial goals. With 20 years of experience and $1.5 billion in assets under management, their team of 15 advisors have the expertise to provide expert portfolio management and financial planning services. They work with a diverse range of clients including individuals, families, and businesses, tailoring their services to meet each client's unique needs. As a fee-only firm, they prioritize their clients' best interests and fully disclose any potential conflicts of interest. With a deep understanding of the financial markets and a commitment to continuous learning, clients can trust in their advisors' expertise. Overall, Spotlight Asset Group is dedicated to helping clients achieve financial success and is a trusted partner in their financial journey.
Services offered by Spotlight Asset Group include investment management, portfolio management, financial planning, retirement planning, and estate planning. They pride themselves on providing personalized advice and developing customized financial plans for each client. Their fees are determined as a percentage of assets under management and are discussed and agreed upon with the client beforehand. The firm's background in finance and constant monitoring of market trends makes them a reliable source for financial advice. As a registered investment advisor, they adhere to strict ethical standards and prioritize transparency with their clients. Overall, Spotlight Asset Group is a reputable and experienced firm dedicated to helping clients achieve their financial goals.