About Us
Here at Blue Cypress, we know that everyone’s situation is unique. Because of the different financial challenges and risks that each of us face, we learn all we can about your goals and the various road blocks you may encounter as you pass through the different phases of life. Our job at Blue Cypress is to create a financial game plan for you and help you effectively manage your wealth so that you and your family can fully enjoy all that life has to offer.
Yes, we are. Blue Cypress Wealth Management, LLC is a Registered Investment Adviser (RIA) in the state of Louisiana. Our advisers are Investment Adviser Representatives (IARs) and hold at least a Series 65 license. We have no affiliation with a Broker/Dealer and thus make no commissions on our investment recommendations.
When it comes to investments, yes, we are fee-only. We never earn commissions on your investments. However, if as part of your financial plan, your adviser recommends the purchase of insurance-related products and he/she is also a licensed insurance agent, he/she may receive additional compensation for such transactions. You are under no obligation to follow such recommendations.
We pride ourselves on our competitive pricing, and your initial consultation is always free of charge. Once we fully understand your situation and expectations, we can tell you exactly how much it will cost to work with us with full transparency.
You can give us a call at (225) 242-9826, and we’ll be happy to answer any questions or schedule your free consultation. If you prefer to email us, you can reach us at contact@bluecypresswealth.com.
