# Cypress Wealth Management

Cypress Wealth Management is a Bank / Wealth / Trust based in Germantown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Germantown, United States
- **Region:** North America
- **Address:** 2171 Judicial Drive #110, Germantown, TN 38138, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** cypresswm.com
- **LinkedIn:** https://www.linkedin.com/company/cypress-wealth-management

## Regulatory record

- **CRD number:** 324524
- **SEC file number:** 801-128859
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324524

## About

Cypress Wealth Management operates as a fee-only, independent registered investment adviser in Germantown, Tennessee. John Anderson, a CFP and AIF charterholder, built the firm around a fiduciary commitment — no commissions, no product sales — after his family encountered advisers who prioritized transactions over outcomes. The firm's disclosures and website position it squarely as a retirement-planning specialist for individuals and families, though it also serves businesses. Client retention sits at 98%, a figure the firm publishes on its about page. The firm delivers financial planning, investment management, tax planning, and retirement income structuring. Its written methodology emphasizes asset location, withdrawal sequencing, and Social Security optimization — the mechanics of turning accumulated savings into durable retirement cash flows. Cypress does not disclose public-market positions, private investments, or direct deal activity, and its published materials name no specific securities or portfolio companies. Anne Mahony serves as Director of Client Operations alongside founder John Anderson. The firm lists a single office at 2171 Judicial Drive in Germantown and offers clients mobile and web account access. Cypress has not publicly announced fund structures, separate accounts, or institutional vehicles. Its blog, Good Cents, distributes retirement-planning content, but the firm has disclosed no recent investment activity, capital raises, or operational changes in the past 24 months. Structurally, Cypress is a compact, founder-led RIA whose fidelity to the fee-only fiduciary model differentiates it from commission-driven wealth-management shops in suburban Memphis. Its scale is small, and its published footprint contains no institutional co-investment programs, family-office services, or multi-generational governance structures. The firm's posture is transparency and craft — a deliberate rejection of product-sales culture — but its narrow geographic and service scope means the structural differentiator is philosophical rather than architectural.

## People

- John Anderson — Founder
- Anne Mahony — Director of Client Operations

## Questions

### Who makes investment decisions at Cypress Wealth Management?

Founder John Anderson, who holds CFP and AIF designations, leads the firm. The about page describes his role in setting the firm's philosophy and methodology. Cypress does not publish an investment committee roster or name additional portfolio managers.

### Does Cypress participate in private-market investments or direct deals?

No private-market activity is disclosed. The firm's service descriptions focus exclusively on retirement income, tax planning, and investment management, with no mention of venture capital, private equity, real assets, or direct co-investments. Its published materials contain no portfolio-company names.

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Last updated: 2026-07-08T21:53:45.550Z

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