Cypress Asset Management

Cypress Asset Management, Inc. is a boutique wealth management firm based in Peoria Heights, IL, providing personalized financial solutions to individual and multi-generational families, corporate retirement plans, endowments, and foundations. With a focus on simplicity and deliberate planning, they empower their clients to live their ideal lives by offering a transparent and consistent approach to investing, free from conflicts of interest.

As a fee-only, registered investment advisory firm, Cypress Asset Management does not sell proprietary products or accept commissions, ensuring a non-conflicted approach to investment selection and recommendations. With a team of experienced professionals, they work closely with clients to help them grow, protect, and transfer their wealth, while providing cost-efficiency, tax mitigation, and increased odds for investment success. As a proud founding member of Buckingham Strategic Partners, they have access to a network of independent wealth management firms, allowing them to provide clients with the scale, resources, and intellectual capacity of a multi-billion advisor network.

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