Stamp again on Forbes Best-In-State list spotlighting top regional financial advisors throughout the country.
Tequesta, FL (April 18, 2022)
Cary Stamp & Co., Principled Wealth Advisors, a provider of financial advisory services based in Palm Beach County, FL, announced that founder Cary Stamp, CFP® has been named a Forbes Best-In-State Wealth Advisor for 2022. This is the second consecutive year that Stamp has been named. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors.
According to Forbes, a leading U.S. financial publication, the list spotlights more than 4,000 top financial advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
“It’s gratifying to be named to the Forbes list for a second straight year—a recognition that speaks to our team’s dedication to superior client service and satisfaction,” said Cary Stamp. “We’re grateful for the trust our clients place in us. We remain as passionately committed as ever to providing the guidance and support they need to maximize their wealth and achieve lifelong financial goals.”
About Cary Stamp & Co.
Cary Stamp & Co. has been providing individuals, families, and organizations with personalized wealth management and financial planning since 2004. Located at 110 Bridge Road, Tequesta, FL (Jupiter area) and with a northeast office in Stamford, CT, our advisors craft personalized financial plans and investment strategies that help clients’ minimize taxes and achieve lifetime financial goals with confidence. For information, visit www.carystamp.com.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency or Cary Stamp & Co.
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Note:
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
