Cypress Wealth Partners

07/24/2025

We are excited to share some wonderful news in the continued growth of the Cypress Wealth Partners team. Ed DiRugeris, CFA, CFP® has joined us as our new Director of Investments & Financial Advisor.

As both a CERTIFIED FINANCIAL PLANNER™ and CFA charterholder, Ed will play a vital role in strengthening and evolving our investment process and portfolio solutions for our clients.

Prior to joining Cypress, Ed served multi-generational families and their single-family offices at the Pitcairn Family Office, where he developed comprehensive financial plans and oversaw public equity, fixed income, real assets, and hedge fund investment solutions. Ed began his career at SEI Investments, specializing in alternative investments.

You can read more about Ed on our website:

Ed DiRugeris CFP®, CFA Director of Investments & Financial Advisor [email protected] (267) 221-8000 Ed DiRugeris serves as Director of Investments and as a Financial Advisor for Cypress Wealth Partners. He has earned a wealth of experience as a seasoned CERTIFIED FINANCIAL PLANNER™ (CF...

05/18/2025

Cypress Wealth Partners enjoyed a day of horse racing as guests of Fox Rothschild LLP at the Radnor Hunt Races. They are an essential resource for us in estate planning for our clients and we appreciated the opportunity to spend the day with them at this event. Fox Rothschild LLP

04/26/2025

This past Tuesday, Cypress Wealth Partners and President, Samuel P. Varano, CFP® were honored to be invited by Avantis Investors to take part in the closing bell for the Nasdaq. Thank you for the hospitality and for serving as an institutional resource to our team!

04/26/2025

This past week Samuel P. Varano, CFP® had some extra help at Cypress Wealth Partners. His daughter joined him in the office for Thanks, Sophia, for a job well done!

01/01/2025

Happy New Year from the Cypress Wealth Partners team! We cherish every relationship and family we serve. Here’s to continuing the journey together in 2025! Sam Varano Allison Varano

12/25/2024

From the Cypress Wealth Partners family to yours!

11/11/2024

10/04/2024

Sam VaranoCFP® & Allison Varano with Cypress Wealth Partners had the honor to help celebrate Avantis Investors 5-year anniversary in ringing the New York Stock Exchange Closing Bell®, Stowers Institute for Medical Research, President & Chief Scientific Officer, Alejandro Sánchez Alvarado, had the privilege of ringing the New York Stock Exchange .

Through American Century Investments relationship with the Stowers Institute for Medical Research, investments with Avantis Investors, help support their research.

03/11/2024

Cypress Wealth Partners is excited to be part of this growth and success in serving our clients!

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2023 Top 100 RIA Firms.”

This is the fifth consecutive year that Private Advisor Group has been selected as one of the top 10 RIAs by Barron’s.
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $28.5 billion in assets under management as of June 30, 2023

Cheers to our amazing community of advisors! We're thrilled to share that we've earned a spot on Barron's Top 100 RIA Firm list once more. At Private Advisor Group, we pride ourselves on our extensive scale, wealth of experience, and the high regard we hold among our industry colleagues. We're here to be your ultimate advocates and champions, supporting you every step of the way. 🎉🙌 https://www.privateadvisorgroup.com/news/2023-barrons-top-ria/

03/11/2024

Proud CFP and Fiduciary to our clients.

A new survey commissioned by CFP Board reveals that 97% of Americans expect financial professionals to provide advice in their best interest, which aligns with the U.S. Department of Labor's proposed retirement security rule. Learn more here: https://www.cfp.net/news/2024/03/cfp-board-survey-americans-want-retirement-investment-advice-to-be-in-their-best-interest