Life-changing Financial Management & Planning
from Accomplished Advisors

Confidently Manage Your Financial Future

Why Cary Stamp & Co.

A Team of Advisors Striving for the Extraordinary

Experience

Our advisors average 15 years of industry experience. This perspective and know-how results in time-tested customized strategies for each individual client.

EXPERTISE

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.

DEPENDABILITY

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.

MASTERY

Of the 17,000+ financial advisors in Florida, only 0.5% are Accredited Estate Planners. We have two of them.

CHARITY

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.

INTEGRITY

Our principled approach to working with clients, colleagues, and associated professionals is founded on the Seven Primary Principles articulated by Cary.

Accolades

Small Business of Year
2018
2021
Cary Stamp achieved Leadership Level for 3 of the last 4 years for annual production in the top 6% of Commonwealth Financial affiliates.
2021
2021 and 2022
National Community Service Award for Financial Advisors
Honorable Mention
Cary Stamp, CFP®
2020 and 2021

Financial Management & Planning Services

Investment Management

Tax Reduction Strategies

Estate Planning

Retirement Planning

Retirement Rollovers & Income Planning

Social Security Timing

Life Insurance & Risk Management

Corporate Retirement Plans

Employee Retention Programs

From the Blog

Backdoor-roth-pro-rata-rule

Learn the One Big Caveat About the Backdoor Roth: the Pro-Rata Rule

By Cary Stamp | May 20, 2022
Posted in

Here’s the big question to ask yourself before starting a “backdoor” Roth IRA strategy. Do you already have other IRAs? In this video, Forbes Best-In-State wealth manager Cary Stamp, CFP® explains how the Backdoor Roth Pro-Rata Rule impacts the tax efficiency of the backdoor Roth IRA, and provides the potential solution! TRANSCRIPT: I’m Certified Financial…

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In The Press

Cary-Stamp-Best-In-State-Wealth-Advisor

Cary Stamp, Founder of Cary Stamp & Co., Named on Forbes Best-In-State Wealth Advisors List for Second Consecutive Year.

By Contributing Staff | April 17, 2022
Posted in

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…

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Affiliations and Memberships

Commonwealth-Financial-Asset-Wealth-Management-Firm

Palm Beach North Chamber of CommerceChamber-of-the-Palm-Beaches

Planned Giving Council  Estate-PlanningInstitute-for-Divorce-Financial-Analysts

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