Our advisory team provides sophisticated wealth management and financial solutions founded on the CFP® (CERTIFIED FINANCIAL PLANNER™). For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.
Cash Flow Analysis
Short- and Long-term Goalsetting
Integration of All Facets of Financial Life
Investment Tax Planning
Business Tax Planning
Income Tax Planning
Gift & Estate Tax Planning
Life Event Planning
Individual Retirement Accounts
Business & Succession Planning
Corporate Retirement & Benefits Plans
Risk Management / Insurance
Buyout & Key Executive Insurance
Cross Purchase Funding Insurance
Transfer of Wealth Strategies
Minimizing Transfer Taxes
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.