The Cypress Group at Morgan Stanley

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The Cypress Group

OUR MISSION STATEMENT

Strategy & Support Through Life’s Transitions

Our Story and Services

Our Story and Services

The Cypress Group has focused on serving women in transition, business owners, and families with substantial assets for over 15 years. Our clients can benefit from our sensitive and collaborative approach to transition planning following a sudden liquidity event.

Sudden liquidity events - like divorce, death of a spouse, or sale of a business - present new circumstances and difficult decisions. We ask you the right questions to clarify your needs and goals and focus on positive results.

We Offer:
Insightful Strategy and Collaborative Assistance During Life’s Most Challenging Times

A Practical Roadmap Customized to Your Unique Needs

A Diverse Network of Experienced Experts

A Focus On Relationships


Our three primary practice areas focus on your changing needs:

Cash Flow Management

Risk Management

Legacy Planning


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Services Include

  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Lending Products
  • Philanthropic Services
  • Professional Portfolio Management
  • Retirement Planning
  • Trust Services*
  • Wealth Consulting
  • Wealth Management
  • Business Planning
  • Business Succession Planning
  • Executive Financial Services
  • Financial Planning


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

The Cypress Group Difference

Uniquely Passionate About Financial Success

We are a team of investors and entrepreneurs who have navigated large life transitions ourselves. We are excited to offer world-class service and be the best at what we do.

Strong Connection

We focus on building relationships—we are deeply connected to our clients, to each other, and to our community.

Commitment to Excellence

We work hard to deliver the highest caliber of service to our clients. We are caring, thoughtful citizens, and we get results.

Focused Attention

We believe that providing full-service means giving you the full attention of our entire team.

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Additional Partners

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Lisa Zengel

Lisa Zengel joined Morgan Stanley in 2013.  She has been in the financial services industry for over ten years, mostly within private equity and investment management.  She is a financial planning specialist and assists her clients with asset allocation, risk management, retirement planning, education planning, cash management and lending solutions, and stock option analyses.  Lisa has an MBA in finance from the University of Southern California and a BA in economics from Boston College.  Lisa lives in Oakland with her husband, Scott, and two sons, Braden and Kyle.  Outside of the office, Lisa enjoys travelling, volunteering, and spending time outdoors. 




B.A.:  Economics, 2004 Boston College

M.B.A:   Finance, 2009 University of Southern California

Licenses Held:  Series 7, 66, Long Term Care & Life Insurance Licensed

Awards:  Morgan Stanley Pacesetter’s Club 2016 & 2017

Financial Services Industry Experience Since 2004

 


http://www.morganstanleyfa.com/lisa.zengel/



Location

Location

  • 555 California St, 35th Floor
  • San Francisco, CA 94104


    Meet The Cypress Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Cypress Group today.

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