Josh J. Weller
Financial Advisor

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Josh Weller was born in Newport, RI, where his father was based as a Navy officer after graduating from Harvard University. Following a few years in Jacksonville, FL as a young child, his school-age years through high school were spent in the New York Tri-State area (Madison, NJ) where he excelled in academics and sports. Josh graduated from Princeton University and launched a brief, auspicious radio career, initially on-the-air and then as an award-winning creative director. Dozens of awards for excellence in advertising and design followed as president and director of the marketing firm he founded in Portsmouth, NH and later moved to Boston.

Enticed by the prospect of practicing a vocation that positively impacts lives, Josh’s passion for investing and markets inspired him to pursue a second career in wealth management and financial planning. This coincided with fulfilling a lifelong call to live in a tropical coastal climate that culminated in relocating to Palm Beach County and joining Cary Stamp & Co.

Josh's work focuses on being a client advocate in all facets of modern asset management and financial planning, including a specialty in intelligent, values-based ESG investing (Environmental–Social–Governance) also known as Sustainable or Impact investing. He has interests in emerging and disruptive technologies, the suitable balance between growth and income assets, proper risk management, and technical analysis. Clients and colleagues alike appreciate Josh’s calm demeanor, maturity, and sense of humor. He is currently doing coursework at Boston University towards the field's leading professional designation.

Josh and his partner Julie live in West Palm Beach, FL; both have adult children from previous marriages, including his daughter, a married hotel executive who lives and works in NYC.

He regularly travels back to the Northeast to visit with clients and enjoy family, friends, and his favorite places on the New England coast from Portsmouth to Boston to Cape Cod, as well as the region of his youth, the New York metro area.

In his personal time, Josh may be found in a hot yoga studio, in a (futile) search for a better golf swing, serving friends and family as an amateur chef, or lounging in a well-chosen beach location. On occasion, he has been known to do all of the above in the same day!

“My passion is to help people in a crucial area of life that can feel confusing and mystifying. Our goals are to provide exceptional wealth management, advice, and planning strategies that support clients on the path to maximizing assets and investment income, minimizing risk, planning for contingencies, and achieving and preserving financial freedom.”

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Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact with…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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