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.
From the Blog
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…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 ➝
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