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Cypress Capital Wealth Management
James Housler runs Cypress Capital as a registered investment advisor in Ann Arbor, grafting a single-family-office model onto a multi-client wealth...
Cypress Capital Wealth Management
Founded in 2021 by James Housler, Cypress Capital Wealth Management operates as an SEC-registered investment adviser based in Ann Arbor, Michigan. Housler spent ten years at J.P. Morgan Private Bank before structuring an independent practice that grafts an institutional family-office chassis onto a multi-client wealth advisory — targeting the entrepreneurs, business owners, and high-net-worth families he advised throughout his first two decades in the industry. Cypress Capital constructs fully customized portfolios that span traditional public-market allocations, venture capital, private equity, and direct investments in operating businesses. The firm also coordinates lending, insurance, tax, and estate planning through partnerships with Northstar Financial Group and a network of correspondent banks. The advisory does not disclose a flagship fund vehicle or formal AUM; its client base includes individuals, institutions, and charitable organizations, and the firm describes a mandate that reaches into buying and selling private companies, advisory on venture-stage allocations, and retirement-plan services. The firm lists three named professionals: founder James Housler, retirement-plan lead Mike Murphy, and Senior Financial Analyst Noah Housler, who holds the CFP designation. Noah Housler joined the practice from Western Michigan University’s Personal Financial Planning program and focuses on designing tax-aware, long-term financial plans for families and charitable entities. The firm maintains a single headquarters in Ann Arbor and has not disclosed additional office locations. Cypress Capital differentiates itself by operating as a commissioned RIA that explicitly mimics single-family-office architecture. Rather than accessing co-investment clubs or third-party GP relationships, it distributes private-market opportunities and alternative exposure directly to its client base. The firm features a father-son partnership between James and Noah Housler, a dynamic that shapes both its succession planning and the multi-generational identity it markets to clients.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ann Arbor
Corporate office
Ann Arbor, MI, United States
Principals
James Housler
Founder & President
Noah Housler
Senior Financial Analyst & Financial Advisor
Mike Murphy
Retirement Plan Services
Sector focus
Frequently asked questions
Who runs investment decisions at Cypress Capital?
James Housler, the firm’s founder and president, directs investment advisory services after a career that began at J.P. Morgan Private Bank. His son Noah Housler, a CFP-certified financial analyst, executes comprehensive financial plans and coordinates strategies across tax, estate, and investment disciplines. The small-team structure concentrates decision-making authority with the founder.
How does Cypress Capital source its private-market deal flow?
The firm has not disclosed a proprietary sourcing network or co-investment club. Its website states that it advises clients on venture capital, private equity, and business acquisitions, implying that investment opportunities are curated directly by the internal team rather than accessed through a fund-of-funds or external GP aggregator. Cypress does not publish a track record of closed direct deals.
Is Cypress Capital a single-family office or a wealth manager?
Cypress Capital Wealth Management is structured as a registered investment adviser serving multiple families, institutions, and individuals. Founder James Housler designed the firm to replicate the service model he observed at comprehensive family offices, but the entity itself is a commercial wealth-management practice with fiduciary registration — not a dedicated single-family office.
Does Cypress Capital participate in fund commitments or only direct deals?
The firm does not publicly detail its fund-commitment activity. Its materials describe advising on venture capital and private equity alongside traditional portfolio management, which suggests a mix of direct co-investment or structured product access, though no specific fund names or commitment sizes have been disclosed.
How is Cypress Capital Wealth Management compensated?
As an SEC-registered investment adviser, Cypress Capital earns advisory fees from its clients. The specific fee schedule has not been published, but the firm’s registration type and its partnership with Northstar Financial Group — which provides access to lending and banking products — indicate that compensation may include both advisory and referral-based revenue.
What philanthropic or governance structures does the firm maintain?
James Housler personally supports CS Mott Children’s Hospital and the American Cancer Society, and serves on the Board of Trustees of Youth on Course. The firm has not disclosed a separately incorporated foundation or philanthropic vehicle. Noah Housler’s client work includes advising charitable organizations on financial planning.
What is the known posture on lending and banking integration?
Cypress Capital coordinates lending and banking services through a collaboration with Northstar Financial Group and its network of correspondent banks. This arrangement lets clients access credit facilities and deposit products integrated into their financial plans, rather than sourcing lending independently.
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