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

Robert Taylor

Financial Advisor

Liz Bradley

Executive Assistant to Cary Stamp

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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Real Estate Developers & Builders

Successful real estate developers and builders understand the importance of effective risk management and cash flow controls. When a large share of your wealth is tied to a particular development project, the stakes can be quite high if the economy takes a sudden turn for the worse.

At Cary Stamp & Company, we specialize in helping real estate developers and builders like you reduce risk and manage your investments. Our services include:

 

  • Asset Protection Strategies: Proper titling of your assets can protect your personal wealth from creditors should you encounter cash flow challenges.
  • Strategies to Manage Concentrated Wealth: If the majority of your personal wealth is tied to your business or a particular development project, we can develop strategies to help you diversify your personal wealth and reduce risk.
  • 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.
  • 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.
  • Estate Planning and Trusts: We coordinate with your attorneys to help you create a 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.

 

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

Cary Stamp understands the unique financial planning challenges that real estate developers and builders face. He previously served as Secretary of the Home Builders Association of Greater Chicago. Cary has also published articles in numerous industry publications and has delivered presentations  several industry conferences.