Principled Wealth Advisors and Financial Planning Services
Wealth management and financial planning covers broad, often complex territory. Nevertheless, the goal is very simple. When boiled down, all that really matters to our team, and to you, is your long-term financial wellness and freedom.
Everything we do is designed to accomplish these important goals in the most personalized manner possible.
Our advisory team provides leading-edge wealth management and financial planning solutions founded on the CFP® (CERTIFIED FINANCIAL PLANNER™ Professional) program. We currently have three CFP® professionals on staff with more candidates on the way. For those who have a need for financial planning (which includes everyone), we create principled, customized plans aligned with your lifetime goals and aspirations
Financial Planning
Cash Flow Analysis
Short- and Long-term Goalsetting
Integration of All Facets of Financial Life
Investment Management
Suitability Analysis
Asset Allocation
Risk Management
Alternative Investments
Special Situations
Rebalancing
Tax Strategies
Investment Tax Planning
Business Tax Planning
Income Tax Planning
Gift & Estate Tax Planning
Life Event Planning
Retirement Planning
Individual Retirement Accounts
Qualified Plans
Personal Savings
Executive Comp
Distribution
Insurance Planning
Term Life
Whole Life
Long-Term Disability
Long-Term Care
Annuities
Business & Succession Planning
Operations
Corporate Retirement & Benefits Plans
Risk Management / Insurance
Buyout & Key Executive Insurance
Cross Purchase Funding Insurance
Executive Compensation
Succession Planning
Estate Planning
Asset Protection
Insurance-Funded Inheritance
Transfer of Wealth Strategies
Minimizing Transfer Taxes
Charitable Giving
NOTE: Neither Cary Stamp & Company nor Commonwealth provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.
Fixed insurance products and services offered through Cary Stamp & Company or CES Insurance Agency.
