UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
2yrs
Carson Wright
Financial advisor at Cypress Point Wealth Management
Carson Wright is a financial advisor in Dallas, Texas, with 2 years in the industry. Carson joined Cypress Point Wealth Management in 2024, a firm offering financial planning, investment management, and private fund management. Carson holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$8.04 million
Advisors at the firm4
States licensed ?1 state
Services through Cypress Point Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Nov 2024 – nowCypress Point Wealth Management, LLCCurrent firm
Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carson
How do I contact Carson?
Call Cypress Point Wealth Management at (214) 736-8887 and ask for Carson Wright. Carson works from the Dallas, TX office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Carson hold?
No exams are listed on the official record.
Is Carson a fiduciary?
Carson is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Carson paid?
Cypress Point Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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