San Diego, CA.—The BluePrint Insurance Services has announced its partnership with Cypress Wealth Services, LLC. The BluePrint is a full-service insurance agency committed to being the premier insurance partner for RIAs and comprehensive financial advisors. Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions.
Matt Meyer, co-founder of The BluePrint is excited about this new opportunity. “Cypress is an impressive firm with 10 advisors for us to service,” Matt said. “They are focused on providing their clients comprehensive financial advice and look to grow by adding like-minded advisors. This combination makes them a great partner for The BluePrint over the long-term.”
“We had the pleasure of working with Matt and his team in past,” said Chris Risenmay, Partner at Cypress Wealth Services. “They provide hands-on support and approach the risk management conversation in a holistic way that we appreciate. We are excited to have them be part of the Cypress team.”
Cypress Wealth Services home office is located in Palm Desert, CA.
To learn more about The BluePrint Insurance Services, please visit www.tblueprint.com.
To learn more about Cypress Wealth Services, please visit www.CypressWS.com.
About The BluePrint Insurance Services
The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows their partners to provide the highest level of insurance access and support. The BluePrint's goal is to increase revenue, build enterprise value and create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs, and attorneys. They have successfully established themselves as a forward-thinking and adaptive group. The BluePrint is a member of AimcoR Group. AimcoR is a national Insurance Marketing Organization that distributes and services insurance and retirement products through a variety of platforms. For more information: visit www.tblueprint.com or call 619.404.3037.
About Cypress Wealth Services
Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services is comprised of professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services 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 offices in Palm Desert, CA, and Anchorage, AK the firm serves clients across the country. Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: visit www.CypressWS.com or call 760.834.7250.