CYRS Wealth Advisors, LLC - Home
Navigating Life's Financial Journey
At CYRS Wealth Advisors, we offer sophisticated knowledge and experience to help our clients achieve financial growth, independence, and confidence. Specializing in Retirement, Investment Management, and Retirement Income Planning/Distribution, we provide high-net-worth individuals, businesses, and corporations with industry-leading strategies and solutions.
With more than 30 years of advisor experience, successfully working with physicians, lawyers, business owners, professionals, widows, executives, trusts, and foundations, we know how to navigate your financial best interest, applying Investment Fiduciary principles.
- Sophisticated and personal. Why independence matters.
- Customized solutions. Our services and solutions.
- Responsibility. Our philosophy.
- CERTIFIED FINANCIAL PLANNER TM professional and Accredited Investment Fiduciary® (AIF® ) designee experience. More on these credentials.
- We focus on security, confidence, and trust in our relationships. Read more.
"The confusing array of conflicting information the public is exposed to can lead to uncertainty or misguided financial and investment decisions. Our business is delivering processes, guidance, tax planning, and overall solutions, which make a meaningful and significant difference in our clients' lives.
Our passion is your values and goals and making that positive difference. We provide structure, organization, and confidence to retirement, as well as overall wealth management. With excellence, responsibility, and critical thinking, we deliver goal-based solutions.
Serving as Accredited Investment Fiduciary ® designees, objectivity and independence are hallmarks of our reputation."
David M. Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor, Accredited Investment Fiduciary®