A Multigenerational Team of Principled Wealth Strategists, Devoted to Your Success

Financial Advisors

Principled-Wealth-Manager-Cary-Stamp

Cary Stamp

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

Read full profile ➝
Leading-Financial-Advisor-Stamford-CT-Frank-Francese

Frank Francese

Financial Advisor, MBA

Read full profile ➝
Principled-Wealth-Management-Dan-Roth-ChFC-Jupiter-Florida

Dan Roth, ChFC®

Financial Advisor

Read full profile ➝
Financial Analyst Jack Schanne

Jack Schanne

Financial Advisor

Read full profile ➝
Financial Advisor Rob Taylor

Rob Taylor, CFP®, CLU®, AEP®

Financial Advisor

Read full profile ➝
Ryan Swenson Financial Analyst

Ryan Swenson

Financial Advisor

Read full profile ➝
Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh J. Weller, AIF®

Financial Advisor

Read full profile ➝

Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

Read full profile ➝
Bradley Liz

Liz Bradley

Executive Assistant

Read full profile ➝
Shay-Diaz-Cary-Stamp-and-Co

Shannon Diaz

Client Services Assistant

Read full profile ➝
Matthew Mellusi Financial Analyst

Matthew Mellusi

Financial Analyst

Read full profile ➝
Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

Read full profile ➝
Stamp Sharon

Sharon Stamp

Client Concierge

Read full profile ➝

Sign Up for Our Newsletter

Receive money-saving financial planning tips and other practical info to apply in your life. You may unsubscribe at any time.