A Multigenerational Team Devoted to Principled Wealth Management and Financial Planning

Financial Advisors

Cary-Stamp-Leading-Financial-Advisor-Jupiter-Florida

Cary Stamp

CEO / Financial Advisor
CFP®
, CDFATM, AIF®, CAP®, AEP®

Leading-Financial-Advisor-Stamford-CT-Frank-Francese

Frank Francese

Financial Advisor, MBA

Principled-Wealth-Management-Dan-Roth-ChFC-Jupiter-Florida

Dan Roth

Financial Advisor, ChFC®

Principled-Wealth-Management-Rob-Taylor-CFP-Jupiter-FL

Rob Taylor, CFP®, CLU®

Financial Advisor

Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh J. Weller

Financial Advisor

Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

Bradley Liz

Liz Bradley

Executive Assistant

Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

Schanne Jack

Jack Schanne

Financial Analyst

Stamp Sharon

Sharon Stamp

Client Concierge

Andrew-Trammell-Financial-Planner-Palm-Beach-County

Andrew Trammell, MSFP

Financial Paraplanner & IT Specialist

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