A comprehensive, holistic wealth management and planning process that builds, protects, and extends the financial health and legacy of our multigenerational client 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
Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…Read More ➝
If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact with…Read More ➝
My mission is to help successful families live lives of abundance, possibility, and adventure. The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…Read More ➝