Cary Stamp and & Co., a Palm Beach County financial planning and investment firm has announced their acquisition of Craig Wealth Advisors of Traverse City. Craig Wealth, led by industry veteran Debbie Craig, serves over 400 families in Michigan and throughout the U.S. Debbie Craig, CFP®, RICP® will continue to run the new office for Cary Stamp & Co. The firm specializes in providing fiduciary advice for retirement income planning. The team of advisors includes 5 who hold the Certified Financial Planner (CFP®) designation and 6 advisors trained as Retirement Income Certified Professionals (RICP®).
Cary Stamp & Co. has its’ origins in Chicago dating back to the founding in Lincoln Park in 2002. The firm manages over $500 million for clients in more than 30 different states. There is a continued presence in Chicago, the tri-state area of New York, New Jersey and Connecticut, as well as the south Florida Headquarters. Founder Cary Stamp commented, “Adding a Traverse City office returns us to our mid-western roots. I was raised in Iowa and started the firm in Chicago. We think the world of our friends from Michigan and congratulate them on picking a beautiful place to live and their incredible college football success.”
The new Traverse City office is actively seeking new financial advisors who would like to join the growing team. According to Senior Advisor Debbie Craig. “We want to bring on talented people that really understand, or want to learn, the process of generating retirement income in a consistent and tax-efficient way. I am looking forward to continued growth with Cary Stamp & Co. for as long as I can continue to serve my clients.”
Cary Stamp & Co. is affiliated with Commonwealth Financial Network and client accounts are custodied at National Financial Services, a division of Fidelity Investments.
The office location of the former Craig Wealth Advisors team will not change from 2915 Garfield Road and the office phone number will remain 231-943-2920.