Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your office, At your home, Via phone, Via email|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100k+|
|Compensation Methods:||Hourly, Based on Assets, Flat Fee|
I love working with people, and I am grateful for clients who entrust me to provide personalized fiduciary advice. It is fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.-Dan Roth
Dan was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early and unique opportunity to be involved in the many facets of a business's evolution and growth.
Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area.
As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others.
Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist.
He continues to pursue advanced financial designations as a means to be a valued, informed and trusted advisor for his many clients.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|