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cypress wealth management

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oakbrook terrace, IL

Additional Information

Cypress Holdings Group is a multi-family office and alternative investment management firm that provides institutional access to private market investments through established relationships. The firm leverages collective capital markets expertise to deliver tailored solutions for clients and limited partners, focusing on wealth preservation, protection, and effective transfer.

Certified Public Accountant

Specializes in

Private market investmentsMulti-family office servicesUltra-high net worth family servicesAlternative investmentsPrivate equityWealth preservation and transfer

Services

Investment AdvisoryRisk ManagementFamily Governance and EducationTax Strategy and PlanningConcentrated Position Strategy and ManagementTrust ServicesEstate and Legacy PlanningPhilanthropic GuidancePrivate Investment OpportunitiesSourcing, Structuring and Due Diligence+3 more

Established 2013

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: (331) 307-7444

Website: http://www.cypressholdings.com

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Frequently Asked Questions

How much does a financial advisor cost in oakbrook terrace?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.