Cypress Point Wealth Management, LLC

James Kull is a CFP® and CFA® with 23 years of industry experience. He has been with Cypress Wealth Management, LLC since 2007. Outside of his advisory role, he serves on the boards of several political action committees and nonprofit organizations focused on governance and policy, and he also works as a solo practitioner attorney. Cypress Point Wealth Management primarily serves high-net-worth individuals and families, offering financial planning, discretionary portfolio management, and private fund administration. The firm employs a long-term, low-turnover investment approach centered on broad diversification, tax efficiency, and the use of both traditional and alternative investment vehicles.

Jennifer Cook is a CFP® professional with eight years of experience, currently serving as an advisor at Cypress Point Wealth Management, LLC. She previously worked at Quest Capital Management, Inc. and Evensky & Katz/Foldes Financial Wealth Management. Jennifer is involved in the financial planning community as the 2022 Special Events Director for the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching to widows through Wings for Widows. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios emphasizing tax efficiency and asset allocation.

Brandon Ratzlaff is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Cypress Point Wealth Management, LLC since 2016. Outside of his advisory role, he contributes as a researcher with the Income Lab Academic Research Council and serves on the investment committee for Partners for Sacred Places. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, providing financial planning, discretionary investment management, family office services, and private fund advisory and administrative services. The firm emphasizes long-term, low-turnover investment strategies with diversified portfolios and offers specialized family office support and private fund involvement.

Carson Wright is a CFP® professional with one year of industry experience, currently serving at Cypress Point Wealth Management, LLC since 2022. Based in Dallas, TX, he is part of a four-advisor team. Prior to joining Cypress Point, he was a student from 2013 to 2022. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and family office clients, offering financial planning, discretionary investment management, family office services, and private fund-related advisory and administrative services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios with an emphasis on asset allocation, tax efficiency, and the use of independent managers and private funds.