Rooted in what matters to you. Resilient for the seasons ahead.
Cypress Bay Wealth is an independent practice working with families across the Midlands and beyond.
Why Cypress Bay.
As cousins, David and Reid share a rich history rooted in the natural beauty of South Carolina’s cypress bays. When they decided to create a wealth management practice of their own, the cypress tree became a fitting symbol for the practice: rooted, resilient, steadily growing, and able to thrive through changing seasons. These qualities reflect how David and Reid approach financial planning: building strong foundations, adapting to change, and taking a thoughtful, long-term approach to helping clients pursue what matters most.
We plan to help you enjoy.
At Cypress Bay, we believe lasting wealth begins with strong roots and grows through thoughtful planning. We take the time to understand what matters most to each client, creating personalized strategies designed to build, sustain, and protect wealth through every stage of life. Like the cypress tree, our approach is grounded in resilience, steady growth, and a long-term perspective.
You built this yourself, and you want it to last.
Some of our clients are a few years from retiring. Some are selling a company. Some just had money arrive without warning. What they share is a decision that won’t wait much longer.
The pre-retiree
Sixty-four, and seriously considering it
You have been told you are probably fine. Probably is not an answer you can plan around, and nobody has shown you the arithmetic.
The business owner winding down
Planning an exit that is still a few years out
Most of what you own is tied up in the company. The sale is a business event and a personal one, and the personal side usually gets planned last.
The person who inherited something
Money arrived, and it came with no instructions
There is no rush here. We would rather go at your pace than have you make a large decision in a month you were not ready for.
The next generation
Adult children starting families of their own
We work with parents first and stay available when their children begin saving. It is the same practice either way.
If one of those is close enough to where you are, that is the conversation to start.
Your plan is where all of it comes together.
Retirement, taxes, what you own, what you’ll leave behind. They’re all connected in your life, so we help keep them connected here.
Neither Cypress Bay Wealth nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Cypress Bay Wealth is an independent practice on a national platform.
Everyone you’ll work with is here in Sumter. Your accounts are held by one of the largest custodians in the country
&Partners
Our broker-dealer and investment adviser platform. Securities and investment advisory services are offered through &Partners, LLC, member FINRA and SIPC. It is an advisor-owned partnership, which is a large part of why we chose it.
Fidelity’s NFS
Clearing and custody. Your assets are held for safekeeping at National Financial Services LLC, a Fidelity company. We advise; they hold.
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.
