Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Greg Frech CRPC - Cypress Wealth Services, Finance, 74150 Country Club Drive, Palm Desert, CA.
02/11/2026
đ Youâre Invited đ
A major tax bill was passed last summer, and many people arenât sure how it affects them.
With tax season upon us, this is a timely opportunity to understand whatâs changed and how it may impact your financial decisions moving forward.
Join us Thursday, February 26 at 11am PT for our upcoming webinar.
đŠ Registration link below.
A major tax bill was passed last summer, and many people arenât sure how it affects them.
01/02/2026
A new year is the perfect time to reset, reflect, and refocusâespecially when it comes to your financial strategy. What better way to start the year off right than by gaining insight into the markets? đâ¨
Join us on January 15th at 11:00am PT as we review key market trends from 2025 and explore what could shape the markets in 2026. Weâll cover the economic landscape, recent market movements, and ideas to consider as you plan for the year ahead.
Whether youâre seeking clarity on recent market activity or perspective on the opportunities and risks ahead, this discussion is designed to help you start the new year informed and confident. đŻ
Itâs been an eventful year in the markets and global economy. Join us on October 23rd for an engaging webinar as we review todayâs environment and share insights on what may be ahead in the final months of 2025âand into the new year.
This is a great opportunity to gain perspective on the trends shaping portfolios and positioning strategies for whatâs next. Sign up below. đ
The âOne Big Beautiful Tax Billâ recently passedâand itâs packed with changes that could impact you and your family.
Weâre hosting a live webinar to break it all down in plain English. Our partners at J.P. Morgan will join us to share their insights and answer your questions on the spot.
đ When: Thursday, September 18th
đ Time: 11:00 AM PT
Grab your seat and join us for this important conversation. You wonât want to miss it!
đ¨ Big tax changes could be coming. Are you ready?
The Tax Cuts and Jobs Act (TCJA) of 2017 brought major tax savings for many individuals and businessesâbut much of it is set to expire after 2025 unless Congress acts.
What could this mean for your financial plan? And whatâs being done about it?
We break it all down for you in our latest article:
Estate planning is a key part of any financial planâno matter your age or wealth. It helps ensure your wishes are followed and your loved ones are protected. Our latest article addresses some of the most frequently asked questions we receive from clients.
Feeling uneasy about this yearâs market volatility?
Youâre not alone. Join us next week for our Quarterly Market Review webinar, where weâll break down whatâs been happening in the markets and share insights on what may lie ahead for the rest of 2025.
Helping you build and live a successful financial life goes beyond money. We understand that optimizing your health is essentialânot just to live a long life, but to make those years healthy and enjoyable. Weâre excited to host an insightful webinar on March 27th exploring the fundamentals of hormone replacement therapy (HRT), anti-aging strategies, and the role of peptides in optimizing health and longevity. You can register below.
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I am a Managing Director and Senior Financial Advisor at Cypress Wealth Services, an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions.
I started my career in 1998 at Merrill Lynch, where I became an Assistant Vice President and moved my practice to Morgan Stanley in 2009. After 10 years and obtaining Vice President status, I decided that it was time to take my client experience to the next level and become an independent Registered Investment Advisor.
This allows me to offer conflict free, unbiased advice to my clients utilizing the best and lowest cost solutions.
Your families success is my only focus. Let me help you develop the plan that is going to help you achieve your dreams and financial goals.
My team and I will work with your tax and legal advisors to make sure we are all coordinating on the best solutions to your unique needs.
Call me at 760-779-2313 or email at [email protected] discuss if what we do is the right fit for you.
