Managing your money wisely means understanding your options, and making informed decisions. Cary and his team help you take charge of your financial life by showing you how to use your money to work towards a lifetime of financial freedom. We are independent financial planners who carefully select strategies and investments that we feel will benefit you, not the investments someone has told us to “push.”
In his practice, Cary advises high-net-worth individuals, successful business owners, executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives.
After early career success in the brokerage field, Mr. Stamp launched his firm almost 20 years ago upon witnessing the extreme need for expert financial advice and fiduciary advocacy. He has written many articles on financial advisory topics and has been quoted in print and on wealth management broadcast media.
Cary Holds Six Professional Designations:
A frequent speaker on financial topics, Cary tailors his message to each audience’s distinct demographic and financial profile, focusing on the subjects of tax strategies; insurance, retirement, and estate planning; business succession; and the multigenerational transfer of wealth.
Cary Stamp & Co, is annually ranked among the top national producers* affiliated with Commonwealth Financial Network, the top-ranked broker-dealer for independent investments advisors in the U.S. (Commonwealth was ranked ‘Highest in Independent Advisor Satisfaction among Financial Investment Firms, by J.D. Power,* for the eighth consecutive time).
* Recognized as a Leader’s Level advisor for 2018, a distinction was on annual production attained by just 7 percent of advisors affiliated with Commonwealth.
* Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 financial advisor surveys.
Award Disclosure:
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
“We want all of our clients to experience all that life has to offer. I refer to it as the pursuit of abundance, possibility, and adventure. I’ve dedicated my professional life to helping people create a strong financial foundation for doing so, through leading-edge financial planning and intelligent asset management.”
Cary Stamp’s Posts
Maximizing Generosity: Understanding Annual Gift Exclusions and Strategies
In a world where financial planning plays a pivotal role in securing the future of our loved ones, questions about gifting often arise. How much can you give to your children and grandchildren without worrying about gift taxes? The answer is straightforward, but the intricacies surrounding it can significantly impact your ability to provide for…
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Secure Your Retirement: Qualified Longevity Annuity Contracts
In an era where retirement planning has become increasingly complex, individuals are searching for ways to secure their financial future and ensure a comfortable life during their later years. One innovative tool that has gained prominence in retirement planning discussions is the Qualified Longevity Annuity Contract, or QLAC. Designed to address the challenges posed by…
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The In-Service Withdrawal Strategy Explained
Learn how to gain more control over your retirement planning with the little-known but powerful in-service withdrawal strategy! Cary Stamp shares insights on how you can utilize this technique to unlock a world of investment possibilities, reduce fees, and even convert traditional retirement funds to tax-free Roth IRA accounts. Watch now and take charge of…
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Looking Back at 2022, with Best Wishes for a Wonderful Holiday Season.
With a new year on the horizon, many of us will be glad to look at 2022 in the rearview mirror. While this year has provided challenges, I think it will also set up some opportunities in the year ahead. I thought this might be a good opportunity to share some updates on the firm…
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How to Maximize Fine Art Donations to Charities
Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP®, combines his passion for fine art with decades of financial knowledge to share key issues involved in donating fine art to charities. There are some details that make all the difference. TRANSCRIPT: One of my passions is the art world and understanding art. And I like to couple…
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Have College-Aged Kids and Family Income Higher than $160,000? These Tax Credits are for You.
Tax Credits for College-Aged Kids You may be making a mistake if your kids are college-age and you’re not taking advantage of the American Opportunity Tax Credit and Lifetime Learning Credit. In this video, Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP®, provides an overview of these two significant tax credits available to families with more…
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What You Need to Know About the Inflation Reduction Act of 2022
Here’s Cary’s quick summary of key takeaways from the Inflation Reduction Act signed by the president last week, with emphasis on how it may affect you and your family. Recently, the US Congress, House and Senate and Joe Biden signed off on legislation called the Inflation Reduction Act of 2022. The act has a bunch…
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How Long Will it Take to Double Your Investment? The Rule of 72
The Rule of 72 is a simple arithmetical equation approximating how long to double your investment at an annual rate of return. In this video, Cary Stamp, CFP® and financial analyst Austin Kuyrkendall explain the power of investing your assets over the long term at a higher rate of return, using the Rule of 72.…
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Have You Accumulated a Substantial Amount of Company Stock as an Employee? Here’s How to Make the Most of It!
Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP® of Jupiter, FL, illustrates the huge tax advantage of using the Net Unrealized Appreciation strategy when distributing your employee-owned stock. TRANSCRIPT: My name is Cary Stamp. I’m a certified financial planner and founder of Cary Stamp & Company. And if you are an employee of a large corporation…
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Learn the One Big Caveat About the Backdoor Roth: the Pro-Rata Rule
Here’s the big question to ask yourself before starting a “backdoor” Roth IRA strategy. Do you already have other IRAs? In this video, Forbes Best-In-State wealth manager Cary Stamp, CFP® explains how the Backdoor Roth Pro-Rata Rule impacts the tax efficiency of the backdoor Roth IRA, and provides the potential solution! TRANSCRIPT: I’m Certified Financial…
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The Fatal Flaw in Investor Psychology During Market Corrections
We’ve all heard the old stock market adage “Buy Low, Sell High.” But it’s easier said than done. Investor psychology during corrections can play tricks with the mind and this leads many people to sell low and buy high. In this video, Cary Stamp, CFP®, a Forbes Best-In-State Financial Advisor, explains the nature of investor…
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Put Your Values Into Action. Create a Lasting Legacy with Multigenerational Family Philanthropy
Forbes Best-In-State Wealth advisor Cary Stamp, CFP®, introduces the concept of multigenerational family philanthropy, outlining the profound benefits of including teen and adult children in philanthropic discussions. VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a Certified Financial Planner and I’m a Chartered Advisor in Philanthropy, and I’d like to talk today about how you can…
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Turbocharge Long-Term Gifts to Your Kids with a Grantor Retained Annuity Trust (GRAT).
Cary Stamp, Forbes Best-In-State wealth advisor, presents a sophisticated estate planning strategy that produces income for the grantor while tax-efficiently turbocharging gifts to children and other family members. It’s called the Grantor Retained Annuity Trust (GRAT). VIDEO TRANSCRIPT: I’m Cary Stamp, I’m a Certified Financial Planner and an Accredited Estate Planner with Cary Stamp and…
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Would You Give Your House Away? You Might Like To with a Qualified Personal Residence Trust.
Forbes Best-In-State wealth advisor Cary Stamp thinks it’s time for you to learn about a sophisticated and little-known estate planning strategy called the Qualified Personal Residence Trust (QPRT). There aren’t many reasons to literally give your house away — in fact this may be the only one! VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a…
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Donor Advised Funds are Exploding in Popularity in Charitable Giving. Here’s Why!
Cary Stamp, CFP® in Jupiter, FL describes the considerable tax and administrative benefits of using a Donor Advised Fund for charitable giving. Mr. Stamp is a Forbes Best-In-State wealth advisor. VIDEO TRANSCRIPT: I’m Certified Financial Planner, Cary Stamp. I’m also a Chartered Advisor in Philanthropy, and over the last three years, we’ve helped our clients’…
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