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

Secure-Act-Tax-Credits-for-Launching-New-401k

Phenomenal Tax Credits up to $5,000 per year for Launching a New 401(k) Plan

February 26, 2020

Leading financial advisor Cary Stamp, based in Jupiter, FL, offers an overview of the exceptional tax credits up to $5,000 per year for businesses that launch new 401k plans (made available through a Secure Act provision).     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is…

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Diversification-and-Asset-Allocation

Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

February 19, 2020

Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…

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Jupiter-FL-Financial-Advisor

Maximize Your Pension with a Huge Lump Sum Passed on to Beneficiaries

February 6, 2020

Jupiter, FL financial advisor Cary Stamp briefly outlines an innovative Pension Maximization strategy that can add a huge lump sum to the assets you pass on to beneficiaries. SCHEDULE A CONSULTATION:   TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a…

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