Cypress Wealth Management is a wealth manager based in Germantown, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Cypress Wealth Management offers fee only wealth management, through tax aware financial planning, investment advice and other financial services. Your advisor works directly for you and receives no commissions or external fees from recommendations regarding advice on investments, retirement planning, estate planning or insurance. We are dedicated to listening to you and helping you achieve your goals. As a fee only RIA firm, we are NOT interested selling you products, but in listening to your concerns offering innovative solutions that meet your needs. Whether you're a business owner, an executive, are saving for future retirement, or ready to retire and need to generate income from your savings we're here to help you meet your goals. Our clients include individuals, families, small to mid-sized companies and organizations. Estate Planning Financial Plans Retirement Strategies Tax Advantaged Investments Portfolio Management with Fiduciary Responsibility Group Benefits Retirement Plans: 401k, 403b, 457b Disability, Life, Long Term Care Insurance
Investment types: Direct Investing, Long-Term Investments
Sectors & themes: Debt Management, Digital Media, Diversified Finance Consulting, Insurance Products & Services, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Sports/SportsTech, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Financial Services, Finance, Insurance Services, Technology, Media & Telecom (TMT), TMT (Technology - Media - Telecom), Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 2171 Judicial Drive\nSuite 114\nGermantown\nTennessee\n38138\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.