Your financial future, rooted in trust.

The name “Lone Cypress” is emblematic of resilience and longevity, and inspired by the iconic tree on the California coastline that stands resolutely against the elements and erosion. It is a fitting symbol for the audacity to plan despite the uncertainties of the future.

And yet we plan, not because we can perfectly forecast what’s to come, but because taking a step forward today gets us a step closer to our goals. And the closer we get to our goals, the more prepared we will be to navigate what’s to come.

“We are shaped by our environment, then it is shaped by us”

– Ariel Bobroff, CRPC^™, Senior Vice President, Investments

Also symbolic is that although the lone cypress’s roots are firmly dug into its cliff, engineered supports and a retaining wall have helped it stand. That’s how we view our service, which we believe is rooted in an understanding of our clients’ lives and a commitment to their personal goals. We take a family office approach to wealth planning, providing comprehensive financial guidance and aiming to proactively address our clients’ needs.