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Since 1987, Cypress Wealth Advisers has been your dedicated PERS retirement and wealth management team. With over 80 years of combined experience, your wealth is our priority.

MEET THE TEAM

Financial Review

Prepare your information for our meeting.

Review Checklist

Schedule a Meeting

Easily schedule a meeting with one of our advisers.

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Contact Us

Please feel free to contact us with any questions.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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