Most successful corporate executives and business owners understand that effective time management requires the ability to delegate certain responsibilities to professionals with specialized skills and knowledge.
At Cary Stamp & Company, we help busy professionals manage their company’s employee benefits plans, as well as their own personal wealth. This includes:
- 401(k) Plan Management Services: As an Accredited Investment Fiduciary (AIF®), we can help your company meet its fiduciary obligations, help your employees achieve their retirement savings goals, and manage your 401(k) plan investments.
- Equity Compensation Plans: We can help you manage your incentive stock options, restricted stock units, and other forms of equity compensation tax efficiently.
- Strategies to Manage Concentrated Wealth: If the majority of your personal wealth is tied to your business or your company’s stock, we can execute strategies to help you diversify your personal wealth and reduce risk.
- Estate Planning and Trusts: We coordinate with your attorneys to help you build your legacy and minimize the impact of estate taxes.
- Insurance for Your Business and Your Family: Whether you need a Key Person Policy to protect your business or an Irrevocable Life Insurance Trust to protect your family, we’ll recommend the right policies for your situation.
- Family Office Support: We provide comprehensive support to manage every facet of your financial life.
As an investment advisor representative of Commonwealth Financial, we focus on providing you with the right financial advice for your personal situation.