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

Patrick Thompson

COO

Jennie S. Wilson

Client Service Concierge

Bryson Silk

Financial Planning Assistant

Your Future.

Our Passion.

Lori Colclasure, CPA, CDFA™

Financial Advisor

Thomas J. (Tom) Landwehr, CLU CHfC

Financial Advisor

Dan Roth

Financial Advisor

Julie F. Catona

Digital Media Director

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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