# Cypress Capital Wealth Management

Cypress Capital Wealth Management is a Multi Family Office based in Ann Arbor, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ann Arbor, United States
- **Region:** North America
- **Address:** Ann Arbor, MI, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** cypresscapitalwealth.com
- **LinkedIn:** https://www.linkedin.com/company/71243283

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Venture Capital
- Private Equity
- Real Estate

## People

- James Housler — Founder & President
- Noah Housler — Senior Financial Analyst & Financial Advisor
- Mike Murphy — Retirement Plan Services

## 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.

### 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.

## Related profiles

- [Hemming& Wealth Management](https://altss.com/profile/hemmingand-wealth-management)
- [Higgins & Schmidt Wealth Strategies](https://altss.com/profile/higgins-and-schmidt-wealth-strategies)

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Updated: 2026-07-06T01:24:14.985Z

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