A principled wealth management and planning process that builds, protects, and extends the financial health and legacy of our clients and their families.
The Foundation: Our Seven Primary Principles
- Deliver what we promise.
- Educate ourselves and our clients, continuously.
- Listen to all perspectives from clients and fellow team members.
- Tell it like it is.
- Appreciate the abundance, possibility, and adventure in life.
- Inspire everybody in our circle to excel.
- Strengthen interpersonal and family bonds.
BLOG, COMMENTARY, AND NEWS
The Net Unrealized Appreciation (NUA) Tax Strategy: If you work for a corporation that offers company stock inside a 401(k), ESOP, or profit sharing plan, the Net Unrealized Appreciation tax planning strategy (described below) can produce substantial tax savings. This is especially true for long-time employees possessing stock that has appreciated significantly. Net Unrealized Appreciation…Read More ➝
TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…Read More ➝
Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…Read More ➝