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Cary Stamp, CFP®, CDFA™, AIF®, CAP®, AEP®
CEO/Financial Advisor

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Cary Stamp is a bright mind in financial management and planning. With small firm values and big firm expertise, his wealth management enterprise, 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 sixth consecutive time).

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 possesses a wealth of knowledge in tax, retirement, and estate planning laws and strategies, and holds five professional designations/certifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Divorce Financial Analyst™
  • Accredited Investment Fiduciary®
  • Chartered Advisor in Philanthropy®
  • Accredited Estate Planner®

Cary’s accomplishments are founded upon advising high-net worth individuals, successful business owners and executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives—intently focused on clients’ best interests. For decades, Cary has protected the interests of women in transition, whether due to career success, divorce, retirement, or the passing of a spouse. He has written many articles on financial advisory topics and has been quoted in print and on wealth management broadcast media.

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.

He is a graduate of the University of Iowa.

 

* 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, and 2019 Financial

“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 smart asset management and comprehensive planning.”

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Cary Stamp’s Posts

Hybrid-Long-Term-Care

Hybrid Long-Term Care Insurance Combines Long-Term Care Benefits and Life Insurance in One Policy

By Cary Stamp | January 7, 2020

Financial advisor Cary Stamp discusses the value of Hybrid Long Term Care Insurance, a powerful combination of Long Term Care Benefits with Life Insurance that preserves your capital.   SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today I’m going to talk about a subject that most people…

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Secure-Act

Four Ways the Recently Passed Secure Act Will Impact Individual Investors

By Cary Stamp | December 27, 2019

What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans.     SCHEDULE A CONSULTATION:   TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth…

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Donor-Advised-Funds-Bunching-Deductions

Save on Taxes with Bunched Charitable Contributions to Donor Advised Funds

By Cary Stamp | December 26, 2019

Leading financial advisor Cary Stamp, CFP®  discusses the tax efficiency benefits of Donor Advised Fund bunching deductions.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that…

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Year-end-tax-savings-strategies

Important Year-End Tax Planning Ideas for Individuals and Businesses

By Cary Stamp | December 13, 2019

  Leading financial advisor Cary Stamp, CFP® provides five year-end tax planning ideas: three for individuals, and two for businesses. Ideas include tax loss selling, avoiding high mutual fund capital gains, bunching deductions on Donor Advised Funds, end of year equipment or vehicle purchases, and maximizing retirement plan contributions.   SCHEDULE A CONSULTATION:   TRANSCRIPT:…

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Thanksgiving is About Family

By Cary Stamp | November 18, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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Charitable Giving and Philanthropy Through Donor Advised Funds

By Cary Stamp | August 28, 2019

   TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…

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