Cypress Point Wealth Management

Great firm with very professional and high quality managers.
Dec 7th, 2021

This is a VERY unprofessional organization. They wrongfully rescinded my offer of employment for a reason that I proved to them was actually false and salacious. The individuals that work here are rude, unprofessional, and lack compassion for individuals. I would not recommend working with that type of company for anyone considering doing so. Anyone that would have both parties sign a job offer, let that new hire turn down 2 other positions and quit their current job, only to then turn around and rescind the offer a mere few days before the new hire was scheduled to start working, is clearly not a professional nor ethical organization. In fact, Cypress is exactly the type of company that anyone would do well to avoid when searching for finance-related services.
Dec 18th, 2019

William Taylor and Cypress Point Wealth Management are excellent at helping people with large complex estates. You can trust them.
Sep 7th, 2018