Cypress Point Wealth Management

Our purpose is to enrich our clients and establish a wealth management consultancy that assists them in leading fulfilling lives. Cypress Point Wealth Management, LLC (the “Company”) is a federally registered investment advisor situated in Dallas, Texas. The company communicates exclusively in the states in which it has been registered or is allowed to perform the activity based on an exemption. There is little in the Company’s website regarding the advisory services offered. You may also find materials or links to other investment publications and information at the Company’s website. The Company’s publication on the Internet should not be considered an offer or solicitation to make or attempt to make a transaction in any state in which the Company is not licensed, or to provide personalized investment services in exchange for compensation absent compliance with the state’s registration or exemption requirements. For guidance on your specific situation, you should seek advice from your registered investment advisor or legal counsel. Only a firm representative that is either registered or qualifies for an exemption from registration in the state where the client is located may provide this kind of guidance. In order to meet the state registration requirements, the firm can provide its clients' written disclosure brochure, which describes the firm's services and business operations. The Company makes no representations or warranties concerning the timeliness, reliability, suitability, or completeness of any information provided by any unaffiliated third party, whether such information is provided on the Company’s website or included herein. The Company also disclaims any responsibility for such information. This information is provided for your convenience and should not be used as a guide.