The best returns are more than financial.

The Cypress Group serves high Net‐worth individuals and their families, endowments, and foundations by designing and implementing wealth management strategies to help build, preserve and transfer wealth. Our team is committed to working closely with you to offer goal‐driven strategies designed to help you realize your wealth planning goals and objectives.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Families

A pragmatic approach to wealth management.

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Corporate Executives

Helping you manage your financial success.

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Family Offices

Sophisticated expertise in planning for today and future generations.

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission of your foundation.

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The real pleasure of one's life is the devotion to a great objective of one's consideration.

George Bernard Shaw

Expertise

Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

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Resources

Vital to Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

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Leadership

Over Two Centuries

Established in 1800, Alex. Brown & Sons was the nation’s first investment banking firm and has served the needs of investors for more than 200 years.