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
Most financial “advisors” receive minimal training and while many eventually end up becoming competent, they leave damage behind in the process. Our new clients often wonder why I might have a couple of extra team-members in one of our meetings. The extra cast will be sitting quietly, taking notes. The answer is that I am…Read More ➝
In The Press
Stamp joins the Forbes Best-In-State list spotlighting the top regional financial advisors throughout the country. Cary Stamp & Co., a provider of financial advisory services based Palm Beach County, FL, announced that founder Cary Stamp has been named on Forbes Best-In-State Wealth Advisors for 2021 list for South Florida. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors. According to Forbes, a leading…Read More ➝
Affiliations and Memberships