Why Cary Stamp & Co.
A Team of Advisors Striving for the Extraordinary
Our advisors average 15 years of industry experience. This perspective and know-how results in time-tested customized strategies for each individual client.
Last year, advisory and planning staff averaged 63.8 hours of professional education, far exceeding the norm. We continually strive to remain an industry leader for our clients' benefit.
46% of our client families have entrusted us for two or more generations. In addition, 64% of all clients were referred to us by existing clients and service professionals.
Of the 17,000+ financial advisors in Florida, only 0.5% are Accredited Estate Planners. We have two of them.
In the past 5 years, we’ve guided clients to create family funds and foundations that donated 100+ grants to 58 nonprofits, totaling $1.7 million.
Our principled approach to working with clients, colleagues, and associated professionals is founded on the Seven Primary Principles articulated by Cary.
2021 & 2022
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for information
From the Blog
In a world where financial planning plays a pivotal role in securing the future of our loved ones, questions about gifting often arise. How much can you give to your children and grandchildren without worrying about gift taxes? The answer is straightforward, but the intricacies surrounding it can significantly impact your ability to provide for…Read More ➝
In The Press
Stamp again on Forbes Best-In-State list spotlighting top regional financial advisors throughout the country. Tequesta, FL (April 18, 2022) Cary Stamp & Co., Principled Wealth Advisors, a provider of financial advisory services based in Palm Beach County, FL, announced that founder Cary Stamp, CFP® has been named a Forbes Best-In-State Wealth Advisor for 2022. This…Read More ➝
Affiliations and Memberships