Cypress Wealth Services, LLC, a leading investment advisory firm, is dedicated to providing comprehensive wealth management solutions to its clients. With over 250 individual clients and more than $677,121,000 in assets under management, they have established themselves as a trusted partner in Palm Desert, CA. Operating from two offices, Cypress Wealth Services, LLC specializes in managing employer 401K plans and individual assets, which together comprise over 80% of their total assets under management. Their extensive experience and expertise uniquely position them to assist employers and employees with their retirement planning needs. With a commitment to transparency and client satisfaction, Cypress Wealth Services, LLC offers a flexible compensation structure that includes a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive tailored financial advice while aligning the firm's success with their own. The firm takes pride in its team of 16 dedicated professionals, 10 of whom are skilled investment advisors. Each advisor manages an average of approximately $67,710,000 in assets, which is consistent with industry standards. Notably, Cypress Wealth Services, LLC boasts a roster of highly tenured advisors, including Jason Nettleton, Stephen Biesinger, and David Thatcher, who bring a wealth of experience and expertise to their clients. Cypress Wealth Services, LLC is committed to guiding clients towards achieving their financial goals through personalized investment strategies, diligent risk management, and exceptional customer service.

Team Wealth & Tax Advisors, based out of Temecula, CA, is a reputable local investment advisory firm that specializes in providing comprehensive financial solutions. With over 290 individual clients and an impressive $102,267,000 in assets under management, they have built a strong foundation of trust and expertise in the industry. As a full-service firm, Team Wealth & Tax Advisors offers a range of services to cater to their clients' diverse needs. In addition to their investment advisory services, they also serve as an insurance broker or agent, ensuring their clients have access to comprehensive risk management solutions. With extensive experience in managing employer 401Ks and individual investments, Team Wealth & Tax Advisors has demonstrated their proficiency in this space. All of the assets they manage are discretionary, allowing them to make informed decisions on behalf of their clients to maximize returns and minimize risk. The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. This ensures that their interests are aligned with those of their clients, promoting a transparent and mutually beneficial relationship. With a dedicated team of eight employees, including six experienced investment advisors, Team Wealth & Tax Advisors provides personalized attention and tailored financial strategies. Each investment advisor manages an average of approximately $17,040,000 in assets, reflecting their commitment to delivering exceptional service and results. Notably, the firm boasts a number of long-tenured advisors, including David Leonhart, Leonard Cole, and Dustin Watts, who bring a wealth of knowledge and expertise to the table. Their collective experience contributes to the firm's reputation for providing sound financial guidance and reliable investment advice. In summary, Team Wealth & Tax Advisors is a trusted local firm with a strong track record in managing assets and providing comprehensive financial services. Their commitment to excellence, personalized approach, and experienced team make them a valuable partner in helping clients achieve their financial goals.

FORTEM FINANCIAL GROUP, LLC: Your Trusted Partner for Wealth Management in Palm Desert, CA Based out of Palm Desert, California, FORTEM FINANCIAL GROUP, LLC is a highly regarded investment advisory firm with a proven track record of providing exceptional financial services. With six dedicated employees, four of whom specialize in investment advisory services, the company offers comprehensive wealth management solutions to a diverse clientele. With an impressive average of approximately $143,330,000 in assets under management per investment advisor, FORTEM FINANCIAL GROUP, LLC surpasses industry standards in delivering superior results to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. Serving over 150 individual clients, FORTEM FINANCIAL GROUP, LLC manages a substantial portfolio valued at over $394,793,000. While the majority of these assets cater to high-net-worth individuals, the firm also possesses the expertise to oversee employer funds, despite 401(k) and individual accounts representing less than 30% of their assets under management. Remarkably, 99% of the assets entrusted to FORTEM FINANCIAL GROUP, LLC are managed with discretion, providing clients with peace of mind and a personalized approach to their financial goals. As a small investment advisory firm, FORTEM FINANCIAL GROUP, LLC operates from three conveniently located offices in Palm Desert, CA. The company prides itself on its long-standing team of experienced advisors, including Joseph Romano, Brett D'Orlando, and Brian Amidei, who have consistently provided exceptional service and guidance to their valued clients. Whether you are an individual seeking personalized financial strategies or an employer looking for expert management of your funds, FORTEM FINANCIAL GROUP, LLC is your trusted partner for all your wealth management needs.

Hardworking Capital Advisors, LLC, based out of Palm Desert, CA, is a reputable investment advisory firm that prides itself on its dedicated team of professionals. With a total of three employees, all of whom specialize in providing top-notch investment advisory services, Hardworking Capital Advisors, LLC maintains a high level of expertise and personalized attention for each client. One of the key factors that sets Hardworking Capital Advisors, LLC apart from its competitors is its impressive average assets under management per investment advisor, which stands at approximately $133,050,000. This figure surpasses the industry average and showcases the firm's ability to effectively manage substantial portfolios. The compensation structure at Hardworking Capital Advisors, LLC is comprehensive and includes various types of fees such as a percentage of assets under management and fixed fees. This ensures that the firm's interests are aligned with those of its clients, fostering a strong partnership built on trust and transparency. With over 240 individual clients and assets under management totaling more than $160,459,000, Hardworking Capital Advisors, LLC has established a strong presence in the investment advisory industry. Their expertise in managing employer 401Ks and individual assets is particularly noteworthy, as these represent nearly half of their assets under management. As a small investment advisory firm, Hardworking Capital Advisors, LLC operates from three offices across Palm Desert, CA. The firm boasts a team of experienced professionals, including James Eckley, Vance Boucher, and Mathew Mellier, who have been with the company for an extended period, providing valuable insights and exceptional service to their clients. In summary, Hardworking Capital Advisors, LLC is a dedicated investment advisory firm that excels in managing substantial assets while delivering personalized services to its diverse client base. With their expertise, comprehensive compensation structure, and experienced team, they are well-positioned to continue thriving in the competitive landscape of the industry.

FLC Capital Advisors is a reputable investment advisory firm located in Palm Desert, CA. With over 110 individual clients and a remarkable $519,021,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in high net worth individuals, FLC Capital Advisors primarily manages discretionary assets, with less than 30% allocated to 401K and individual accounts. This small yet dynamic firm boasts a team of nine dedicated employees, with three of them specifically focused on providing top-notch investment advisory services. Their knowledgeable advisors have an impressive average of approximately $173,010,000 in assets under management per advisor, surpassing industry standards. FLC Capital Advisors takes pride in their flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, commissions, and even hourly charges. This diverse range ensures that clients receive tailored solutions that align with their unique financial goals. Notably, FLC Capital Advisors possesses the expertise and capability to manage employer funds, expanding their reach and value proposition. Their client-centric approach and extensive experience in the industry have earned them a solid reputation for delivering exceptional financial guidance. Within the firm, several advisors stand out for their long-standing dedication and commitment to client success. Esteemed professionals such as Daniel Neil, Daniel Brush, and Max Briggs have been instrumental in providing strategic insights and cultivating lasting relationships. As a prominent investment advisory firm, FLC Capital Advisors continues to deliver personalized and comprehensive financial solutions to their esteemed clientele, helping them navigate the complexities of wealth management with confidence and expertise.

Cypress Private Wealth is a local investment advisory firm headquartered in Palm Desert, CA, boasting two strategically located offices. With a total staff of 10 professionals, 8 of whom specialize in investment advisory services, Cypress Private Wealth consistently provides expert financial guidance. Drawing on their extensive experience and industry expertise, they manage an average of $52,090,000 in assets per investment advisor, aligning with the industry standard. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options for clients. Although employer funds management and individual accounts make up less than 30% of their assets under management, Cypress Private Wealth possesses the capacity to effectively oversee these accounts. Remarkably, all the assets they manage are discretionary, signifying a high level of trust placed in their expertise. Primarily catering to high net worth individuals, Cypress Private Wealth serves over 130 individual clients with a remarkable $416,706,000 in assets under management. The firm boasts a team of highly tenured advisors, including Kurt Mortenson, Mark Thatcher, and Shattuck Lamm, who bring stability and a wealth of knowledge to their clients' financial journeys. With a commitment to providing personalized and comprehensive investment strategies, Cypress Private Wealth continues to solidify its reputation as a trusted partner in wealth management within the Palm Desert community and beyond.