Offices in Florida, Michigan, Pennsylvania, & Connecticut
Cary Stamp & Co serves wealth management and financial advisory clients throughout the U.S. from our headquarters in Jupiter, FL and second location in Traverse City, MI. A high percentage of clients live in Florida, in Palm Beach County, Broward County, Lee County, and Martin County, Florida.
We also work with individuals, families, and businesses nationwide from Massachusetts to California and points in-between, visiting in person or through video conferencing when more convenient for clients.
New England is a frequent destination. Some team members have roots in the region and our broker-dealer, Commonwealth Financial Network, is located in Waltham, MA, just west of Boston.
Contact Information
Jupiter, Florida
Office Phone:
Main (561) 471-7700
Fax (561) 208-8334
Office Address:
225 Chimney Corner Lane, Suite 2001
Jupiter, FL 33458
Traverse City, Michigan
Office Phone:
(231) 943-2920
Office Address:
999 Sixth Street
Traverse City, MI 49684
Fort Myers, Florida
Office Phone:
(239) 939-1166
Office Address:
13031 McGregor Blvd, Suite 3B, Fort Myers, FL 33919
Southport, Connecticut
Office Address:
2960 Post Road, Suite 3A
Southport, CT 06890
Newtown, Pennsylvania
Office Address:
12 Penns Trail, Suite 135
Newtown, PA 18940
Plantation, Florida
Office Address:
1250 S Pine Island Road, Suite 450
Plantation, FL 33324
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2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/233ums4h
