TODAY
TOMORROW
AND BEYOND

A wealth management firm designed for one thing – empowering our clients to live lives of meaning.

OUR MISSION
SIMPLIFYING THE CHAOS OF LIFE.™
We are fiduciaries.
We are independent.
We are objective.
We take our role as your financial steward seriously. That is why our revenue comes only from our clients – not investment companies, not insurance companies, and not commissions. We ask ourselves, “What would we want if we were the client?” And we act accordingly. It’s that simple.

HOW WE
CAN SERVE

Investment Management

Investment Policy Statement Design

Personalized Asset Allocation

Disciplined Portfolio Rebalancing

Tax Aware Portfolio Construction

Wealth
Planning

Balance Sheet Analysis

Cash Flow Planning

Source, Coordinate & Manage Insurance

Financial Independence Analysis

Tax & Estate Planning

Additional
Services

Foundation/Donor-Advised Fund Management

Legal Document & Investment Proposal Review

Real Estate Purchase, Sale & Management

Aircraft & Vehicle Coordination

Source, Coordinate & Manage Liabilities

Personal & Enterprise Level Cash Flow Analysis

Entity/Trust Formation & Management

Vendor Screening & Oversight

Consolidated Financial & Investment Reporting

Personal/Entity Bill Pay

Tax Compliance & Filing Oversight

Personal Concierge Service

Legal, Tax & Other Professional Coordination

Multi-Generational Planning

THE CYPRESS POINT WAY
we listen
we learn
we PLAN
we EXECUTE
to you
from you
WITH YOU
for you

Our Leadership

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Dallas Office

3838 Oak Lawn Avenue | Suite 1150
Dallas, Texas 75219

Austin Office

4264 Westlake Drive
Austin, Texas 78746