Jim Bray, CFP®, CEPA® Senior Financial Advisor Managing Director at Cypress Wealth Services
With over $160million in assets under management, I specialize in helping retirees and pre-retirees build secure, confident, and fulfilling financial futures. We are committed to helping you through each new phase and always acting in your best interest. As part of the fee-based relationship, we not only p
rovide you with solid, long term financial advice, but we also provide you with a multitude of additional services to assist you. And, although you may not use all of what we offer, we hope that you will find comfort in knowing that we have you covered. Getting Comfortable
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As a lifelong surfer, I've learned that being in the ocean can be a wonderful, but also dangerous experience. Having the proper understanding of currents, weather conditions, and how quickly the environment can change is critical to having a safe and enjoyable time. Investing is a very similar undertaking. You must understand your needs, goals, and the external market conditions, while ensuring that you have a plan in place to address an ever-changing environment. I have developed a process for adapting and adjusting to ocean conditions, and have applied that experience to my approach with clients. The goal of this process is to provide the same sense of excitement, calm, and rejuvenation that I experience after a day in the ocean.
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The A Frame 3D Approach
Designed to provide you peace of mind, the A Frame 3D approach is a unique road-map for you and your goals. Discovery
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We will spend a significant amount of time getting to know one another—your hopes, fears, goals and what matters most to you. And, while understanding your needs and resources is critical to my role, it is also important for you to know if our client experience is the right fit for you. Financial planning is a long-term process that requires a relationship with the right foundation. Design
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Our insights from the discovery process, will guide the design of the plan that is created just for you. Each plan is as unique as each client. The purpose of your plan is to provide clarity and confidence in your future decision-making and will become the roadmap for you and your family. Deploy
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With your custom-designed financial plan, our goal is that you will be looking to the future with anticipation, not apprehension. The final step in the process is to deploy your resources and implement your plan. And, you can be confident that when changing conditions arise, that you’ll be educated, poised, and prepared to adapt.
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The information on this webpage is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov/
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