Cypress Consulting is a financial services firm based in New Orleans, LA, offering bespoke solutions and concierge services to clients. With over 35 years of experience, founder Paul Thiels collaborates with a network of top-tier financial providers to deliver objective and tailored advice, meeting clients virtually or in their preferred environments. Their emphasis is on building quality relationships and delivering personalized wealth management advice.
Cypress Consulting is committed to understanding their clients' needs and objectives, providing a personal and private approach to wealth management. As an Accredited Investment Fiduciary, Certified Exit Planning Advisor, and Certified Private Wealth Advisor, Paul Thiels and his team offer solution-oriented advice, ensuring that clients receive the highest level of service and expertise. Securities are offered through J.W. Cole Financial, and advisory services are provided by J.W. Cole Advisors, Inc., with Cypress Wealth Management being an unaffiliated entity.
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