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
An introduction to Estate Planning basics to serve as your roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe…Read More ➝
If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…Read More ➝
We established a tradition that ensures we enjoy both sides of our family at Thanksgiving. A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…Read More ➝