Cypress Point Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in Monterey, California. Founded in 2009, the firm provides comprehensive wealth management services, including financial planning, investment management, and retirement planning. They emphasize a team-based, client-centric approach, acting as fiduciaries to serve high-net-worth individuals, families, and institutions without the conflicts of interest associated with commission-based models.

Founded in

United States