Cary Stamp Co., a Palm Beach County financial planning and investment firm, recently acquired Craig Wealth Advisors of Traverse City, led by industry veteran Debbie Craig. Specializing in fiduciary advice for retirement income planning, the firm boasts a team of advisors with Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) designations.
With origins dating back to Chicago in 2002, Cary Stamp Co. manages over $500 million for clients across 30 states, including a new Traverse City office that aims to expand its team of financial advisors. Affiliated with Commonwealth Financial Network, the firm prioritizes generating retirement income in a consistent and tax-efficient manner for its clients.
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