For years, our team worked closely with an elderly couple, with the husband leading their investment reviews. Before he got sick and later passed away, he made sure to meet with us and put a plan in place to protect his wife including safeguarding her from scammers and charlatans down the road. After his passing, we didn’t just continue her investment reviews. We helped her navigate everyday life, from buying a car to finding a trustworthy handyman for home repairs. As Sascha Rizzo, CFA, CFO, Senior Vice President, Senior Portfolio Manager, shares, the relationship grew into something more like a “great aunt.” It’s a reminder of why this work matters: being there for clients exactly when they need it most. This is The Cypress Way.