Cypress Consulting

Cypress Consulting, based in New Orleans, LA, offers bespoke financial solutions through a personalized concierge service led by founder Paul Thiels. With over 35 years of experience, the firm emphasizes building enduring relationships with clients to deliver tailored, objective wealth management advice that aligns with their unique needs and goals. The firm's expertise extends across a diverse network of top-tier financial service providers, allowing them to offer comprehensive strategies that prioritize each client's privacy and individuality. By meeting clients in their own environments, Cypress Consulting fosters a deep understanding of their circumstances, which enhances the quality of service provided. Generated from the website

Gulf Point Advisors, based in New Orleans, LA, is a progressive wealth advisory firm comprising dedicated professionals who prioritize exceptional guidance and lasting client relationships. The firm aims to simplify wealth management complexities by offering tailored solutions that align with clients' financial success goals. As a client-centric organization, Gulf Point Advisors emphasizes a collaborative team approach that harnesses diverse skills to deliver a comprehensive range of services, including customized investment strategies, family wealth preservation, and life transition planning. Partnered with LPL Financial, the firm leverages extensive resources and tools to enhance its wealth management offerings. Generated from the website