Cypress Wealth Services (CWS) is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. CWS is comprised of professionals with diverse backgrounds and extensive experience and qualifications. CWS is uniquely qualified to serve a broad range of client needs. Their experience and expertise act as a foundation for their client service process, The Second Growth, which focuses on efficiently protecting, growing, and transferring to their loved ones the wealth and legacy a person has already built. With financial advisors in Palm Desert, CA, Tustin, CA, and Anchorage, AK, the firm serves clients across the country. Learn more by visiting www.CypressWS.com. ________________________________________________________________________________________________ The information on this LinkedIn page is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. Form ADV contains important information about the advisory services, fees, business, background, and experience of advisory personnel. This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov/. Clicking the “Like” or “Follow” button does not constitute a testimonial for or endorsement of Cypress Wealth Services, any associated person, or our services. Clicking the “Like” or “Follow” button is merely a mechanism to distribute information. If you have questions about our LinkedIn page please contact Marc Koven at 760.834.7219 or at [email protected].