CYPRESS STRATEGIES

At Cypress Strategies we have been providing services for over 37 years to select clientele focusing in the areas of estate preservation, business succession, executive retention, and asset management planning. Our clients include owners of closely held businesses, highly compensated professionals, and high net worth individuals. We help our clients crystallize their goals and objectives from both a personal and business perspective. Through our knowledge, experience, and unparalleled resources we play the role of "Quarterback" in the planning process. In this role we ensure that all members of the planning team work together towards the common goal of defining, refining and then implementing a sound plan... With our commitment to developing strong, long-term relationships with our clients, their businesses, their families, and their advisors-we strive to exceed expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to..

Primary location: Scottsdale United States