Cary Stamp & Co.
110 Bridge Rd.
Tequesta, FL 33469
Office (561) 471-7700
Fax (561) 208-8334
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.
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.
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.