CYRS Wealth Advisors, LLC - Home

Navigating Investments and Risk Over Life's Financial Journey

Welcome to our website. We provide a wealth of experience in an independent private consultative firm, at a level of expertise often only found in a large impersonal institutional firm. What we do invigorates us daily and translates into improved financial outcomes and probabilities for success. We feel there isn't a better job in the world than positively changing people's financial lives. 

Providing individuals, families, foundations, trusts, and company retirement plans with customized asset and wealth management solutions, our attention to detail and personalized service sets us apart from other advisors and larger institutions. Specializing in retirement, financial planning, tax management, and retirement plans, we are ever attentive to clients' financial affairs. We manage customized investment portfolios according to unique life circumstances and future objectives, using an integrated personal planning approach. We emphasize planning in all our investment, retirement, tax management, asset protection, and risk management engagements. We help your investments make sense, allowing you to focus on your business, recreation, or family life. Clients often refer to us as much more than their trusted investment advisor, whether it be their personal financial engineer or financial bodyguard. We listen and think critically. We think our retention rate demonstrates our success in excelling in providing fiduciary investment advisory service.   David Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, CERTIFIED RETIREMENT COUNSELOR©, Accredited Investment Fiduciary©


98%

Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our comprehensive approach to retirement and asset management.

Average annual retention rate—June 1, 2015, through December 31, 2016—based on client households with assets greater than $100K.

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In conjunction with Chicago magazine, Five Star Professional has recognized David Cyrs with the 2017 Five Star Wealth Manager* award. Check out David’s Five Star Professional listing at http://publications.fivestarprofessional.com/books/avna

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,781 award candidates in the Chicago area were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.