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

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

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

The-Right-Life-Insurance-for-Right-Price

How Families that Need Life Insurance Get the Right Policy for the Right Price

By Cary Stamp | November 8, 2020

An Unbiased, Independent Source for the Best Life Insurance Policy at the Right Price. Many people need proper life insurance to protect their family or provide liquidity for their estate, and you have many choices. Learn why clients like having our team by their side, from Palm Beach County financial advisor Cary Stamp, CFP®.  …

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How-Are-Financial-Advisors-Paid

When You Do Better, We Do Better — How Financial Advisors are Paid.

By Cary Stamp | November 5, 2020

Cary Stamp, CFP®, Jupiter, Florida-based financial advisor, addresses a question that you should ask any financial professional that you consider working with:  How is your financial advisor paid? In the case of Cary Stamp & Co., when you do better, we do better. Our transparent fee structure mutually aligns our interests with yours. Always make…

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Roth IRA Conversion Strategy

How to Lower Your Taxes in Retirement with Roth IRA Conversions

By Cary Stamp | September 16, 2020

Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…

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Three-Investment-Books-That-Impacted-My-Career

Three Investment Books That Impacted My Financial Career

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have…

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Recovering-From-Financial-Adversity

My Personal Secret and How It Can Help You Financially

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track.       SCHEDULE A CONSULTATION: TRANSCRIPT: Recovering from…

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Secure-Act-Stretch-IRA-Elimination

A Great Solution After The Secure Act’s Elimination of the “Stretch IRA”

By Cary Stamp | June 5, 2020

The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution.  …

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