We care deeply about helping clients achieve true wealth in every phase of their lives

Principled-Wealth-Management-Firm

Principled wealth management and planning that builds, protects, and extends the financial fitness of our clients and their families.

Our Foundational Values: the Seven Primary Principles

DELIVER
Always deliver what we have promised, in every situation.

EDUCATE
Continuously educate ourselves and our clients.

LISTEN
Listen closely to the needs, aspirations, and perspectives of clients, as well as team members.

TELL
Tell it like it is. Mutual candor and sincerity are needed in a successful client-advisor partnership.

APPRECIATE
Appreciate the abundance, possibility, and adventure in life. Be grateful for all we have and all that's to come.

INSPIRE
Inspire and encourage everyone in our circle to excel — clients and team members alike.

STRENGTHEN
Be a supportive force for good in strengthening
interpersonal, family, and community bonds.

As an asset-wealth management firm and principled financial advisor...

Our mission is to help you achieve financial freedom.

Giving Back / CS Cares

Our staff happily gives back—individually and as a group—to support our local communities and make the world a better place to live and work.

Affiliations and Memberships:

Institute-for-Divorce-Financial-Analysts Estate-PlanningPalm Beach North Chamber of Commerce Chamber-of-the-Palm-Beaches

StampNotes

BLOG, COMMENTARY, AND NEWS

What-is-529-plan

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

June 3, 2020

Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college.      SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp,…

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Investing-During-a-Recession

Managing Investments During Recessions and Market Declines

May 19, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines.     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in…

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Timing-the-Market-Cary-Stamp

Think: Time in the Market, not Timing the Market

May 18, 2020

Leading financial advisor Cary Stamp comments briefly on why timing the stock market is so difficult, and why letting assets grow long-term (“time in the market”) is the path to wealth creation.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I’d like to talk today about…

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