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
My Mission to Improve Financial Advisor Competence
Most financial “advisors” receive minimal training and while many eventually end up becoming competent, they leave damage behind in the process. Our new clients often wonder why I might have a couple of extra team-members in one of our meetings. The extra cast will be sitting quietly, taking notes. The answer is that I am…
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Turning Lemons Into Lemonade! Three Strategies to Consider During a Market Downturn.
When the markets give you a correction, it’s time to turn lemons into lemonade. Forbes Best-In-State Financial Advisor Cary Stamp of Jupiter, FL offers three strategies that you should consider during a market downturn. NOTES: Converting from a traditional IRA to a Roth IRA is a taxable event. For a comprehensive review of your…
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Why that Roth IRA Conversion You Were Considering May be Even More Valuable
Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…
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Cary’s Market Commentary – March 2021
From an investment standpoint, 2020 can be considered nothing short of remarkable. The markets started the year feeling tailwinds from a strong economy and almost full employment. Of course, the reaction to the pandemic we saw in March resulted in a violent pullback that left us feeling uncertain and unsettled. The idea that we would put those losses in…
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How Families that Need Life Insurance Get the Right Policy for the Right Price
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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When You Do Better, We Do Better — How Financial Advisors are Paid.
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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How to Lower Your Taxes in Retirement with Roth IRA Conversions
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 Financial Career
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. TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have had a major impact…
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My Personal Secret and How It Can Help You Financially
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. TRANSCRIPT: Recovering from Financial Adversity My…
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A Great Solution After The Secure Act’s Elimination of the “Stretch IRA”
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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Saving for Family Education Expenses with Tax-Advantaged 529 Plans
Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college. TRANSCRIPT: I’m Cary Stamp, and this is a Principled…
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Managing Investments During Recessions and Market Declines
Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines. TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in the US economy. And…
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Think: Time in the Market, not Timing the Market
Leading financial advisor Cary Stamp comments briefly on why timing the stock market is so difficult, and why letting assets grow long-term (“time in the market”) is the path to wealth creation. TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I’d like to talk today about the subject of market…
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Beneficial CARES Act Provisions for 401k and IRA Accounts
Cary Stamp, leading financial advisor based in Jupiter, FL, provides an update on beneficial CARES Act provisions for retirement accounts—including IRAs and 401(k)s—to help with the financial challenges of the COVID-19 crisis. TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I would like to share with you some updates…
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Client Market Update – May 2020
Leading financial advisor Cary Stamp delivers his Market Update for early May 2020. He shares some thoughts from Scott Minerd of Guggenheim Partners, as well as his own view of proper risk management within the new normal of market volatility. TRANSCRIPT: Hi. Most of you know that I’m Cary Stamp and I’m a…
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