Asset / Wealth Management

Our focus is on helping you achieve financial freedom.

Your Cary Stamp & Co wealth management team will provide disciplined investment management strategies focused on the goals of growth, diversification, risk management, and preservation of capital.

We also believe in two additional facets of investing success: tax- and cost-efficiency. By implementing tax-efficient plans with low-cost ETFs and funds, capital is preserved and growth potential maximized.

Research Sources:

  • Primary Research and Portfolio Analysis: Morningstar
  • Other Research Resources: Argus, Value Line, Broadridge, and Commonwealth

Our Partnership with Commonwealth Financial

As an independent asset management firm, Cary Stamp & Co has the freedom to select a broker/dealer–Registered Investment Advisor that best serves our clients’ interests. We choose to work with Commonwealth Financial Network,® the partner whose culture mirrors our model of loyalty to our clients, indispensable service, and pursuit of excellence.

By partnering with Commonwealth, an independent broker/dealer–RIA, it means that Cary Stamp & Co is free to follow the best course of investment management strategies to meet your goals—without pressure to promote proprietary products or strategies.

This model differs from some other types of firms whose advisors are accountable not just to their clients, but also to the parent company that employs them.

Commonwealth enjoys a stellar reputation in the financial community, and has won six consecutive satisfaction awards from J.D. Power.

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

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