Cypress Wealth Partners ( www.cypresswealthpartners.com) is powered and supported by the robust team and institutional resources of the Registered Investment Advisor, Private Advisor Group. Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $31.5 billion in assets under management as of December 31, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.As part of the Private Advisor Group, Cypress Wealth Partners is committed to delivering financial planning and investment management services to a discerning group of individuals and families with the utmost care and responsibility.Our focus is on providing a level of service that rivals that of a family office and offering guidance, education, and informed recommendations to help our clients work towards financial security and peace of mind.Please visit our website for more information www.cypresswealthpartners.com Investment advice offered through Private Advisor Group, a registered investment advisor.*Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron’s publishes these rankings annually, most recently in September 2023.