Cary Stamp & Company

Creative Solutions to Complex Financial Planning Challenges

At Cary Stamp & Company, we believe that investment management has become a commodity. Rather than trying to outsmart the markets, we invest our clients’ portfolios in a diversified mix of low-cost index funds and ETFs. This frees us up to develop creative solutions to our clients’ most complex financial planning challenges.

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Meet our

team.

awesome

Cary B. Stamp, CFP®,CDFA™,AIF®

CEO

Lori ColClasure CFP®, CPA, CDFA™

Director of Financial Planning

Patrick Thompson

COO

Sharon Stamp

Client Service Concierge

Your Future.

Our Passion.

Dan Roth

Financial Advisor

Anthony LaBrake

Financial Planning Assistant

Meet Cary Stamp

For individuals and families, we offer tax planning, estate planning, insurance, and family office services. For business owners, real estate professionals, and finance professionals, our services include risk management, 401(k) retirement plan management, and asset protection strategies. Working together, our team of experienced financial advisors will tailor your financial plan to help you grow, manage, and protect your wealth.

Want to meet with us? Have a question?

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Find us:

110 Bridge Road, Tequesta FL 33469

Write us:

Call us:

info@carystamp.com

561-471-7700

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Cary Stamp & Company knows Finance

Working together, our team of experienced financial advisors will tailor your financial plan to help you grow, manage, and protect your wealth.

Corporate Executives and Business Owners

At Cary Stamp & Company, we help busy professionals manage their company’s employee benefits plans, as well as their own personal wealth.

Real Estate Developers & Builders

Successful real estate developers and builders understand the importance of effective risk management and cash flow controls.

Hedge Fund, Private Equity & Finance Professionals

At Cary Stamp & Company, we serve as a trusted advisor to hedge fund, private equity, and finance professionals.

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Hedge Fund, Private Equity & Finance Professionals

Hedge fund, private equity and finance professionals are often adept at uncovering attractive business and investment opportunities. But when it comes to managing their personal wealth, even a “Master of the Universe” can benefit from some outside financial planning perspective and expertise.

At Cary Stamp & Company, we serve as a trusted advisor to hedge fund, private equity, and finance professionals. Our services include:

 

  • Family Office Support: We provide comprehensive support to manage every facet of your financial life.
  • Strategies to Manage Concentrated Wealth: If the majority of your personal wealth is tied to your business or a particular investment, we can develop strategies to help you diversify and reduce risk.
  • Asset Protection Strategies: Proper titling of your assets can protect your personal wealth should your investment strategy suffer a serious decline.
  • Tax Management Strategies: When your taxable income fluctuates widely from one year to the next, we can help you execute strategies to manage your income tax exposure and optimize your cash flow.
  • Equity Compensation Plans: We can help you manage your incentive stock options, restricted stock units, and other forms of equity compensation tax efficiently.
  • Estate Planning and Trusts: We coordinate with your attorneys to help you build your legacy, minimize the impact of estate taxes, and ensure you execute your estate plan properly.
  • 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 and pay estate taxes, we’ll recommend the right policies for your situation.

 

As an investment advisor representative of Commonwealth Financial, we focus on providing you with the right financial advice for your personal situation.