SOPHISTICATED COUNSEL. MULTIFACETED PLANNING.

Your pursuits in life thus far have culminated in well-deserved levels of success for you and your family. At Lone Cypress Wealth Management of Raymond James, we understand the multidimensional nature of wealth and the complexities that intertwine with your goals and ambitions.

As your partner, you can anticipate a family office approach and dependable counsel that addresses the totality of your life. We have designed our comprehensive planning experience to provide clarity and empowerment, enabling you to make informed decisions that resonate with your vision of the future.

Big Sur Rugged Coastline California USA

Discover our INDIVIDUALIZED SUPPORT

Copy space of silhouette tropical palm tree with sun light on sunset sky and cloud abstract background. Summer vacation and nature travel adventure concept. Vintage tone filter effect color style.

Explore our SOPHISTICATED STRATEGIES

Long-term WEALTH PLANNING

Your financial well-being encompasses more than investments alone. Wholeheartedly advocating for your aspirations in life, our team offers sophisticated strategies, a wealth of experience and a dedicated focus to addressing what matters most to you.

MEET OUR TEAM
Helping you address life’s financial intricacies
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Forward-thinking financial strategies for thriving entrepreneurs
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Specialist guidance for doctors and medical practitioners
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Readying you for a fulfilling retirement
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What inspired our name?

The Lone Cypress stands on a granite outcrop along the California coastline. The tree, estimated to be around 250 years old, has resolutely withstood the changing elements and ocean’s might over time. It’s a fitting symbol for endurance, longevity and legacy – qualities that are central to our financial strategies.