Plan Your Retirement With Us

Whether you’re 30 or 60, married or single, retired or approaching retirement, the retirement specialists at Stamper Wealth Management can help you create a plan designed to help meet your needs.

Investment Management

We create a tailored investment plan based on your unique needs.

Retirement Planning

We can help you develop a strategy that meets your retirement goals.

Life Insurance

We understand the importance of being prepared with a sound life insurance program.

Financial Advisors You Can Trust

At Stamper Wealth Management, we know that life is full of events. Some events bring joy such as the birth of a child or grandchild, moving to a new home, or even retirement. While others can bring devastation like the loss of a family member or losing your job.

We’re here to help you through all of life’s challenges, both expected and unexpected, and with over 30 years of financial experience and wealth management, you can take care of all of life’s events because we will take care of you.

  • Loading stock data...
Staff are presenting work on the tablet with executives.

Our Services

Estate Planning and Trust Services — Through our Trust services, you can integrate your investment plan into your estate plan, help safeguard your assets for future generations and have full access to professional trust expertise. The process of estate planning not only helps how, when, and to whom assets are distributed, but also who will administer those assets after your death.
We offer a broad range of investment vehicles to diversify into from Stocks, Bonds, Mutual Funds, ETF’s, No-Load Funds, Cd’s, and Money Markets.

These investments are offered through individual & Joint brokerage accounts, IRA’s (Roth, Traditional,SEP,SIMPLE, and Inherited) Trusts, and Custodian accounts.

We have the resources to help you rollover your 401k/403b from a previous employer. Why leave your assets behind when you can maintain control of them within an IRA managed at your discretion with Stamper Wealth Management.
Over the past decade, tuition and fees at public four-year colleges have risen at an average rate of 6.9 percent. The ultimate decision will depend on a range of factors such as the number of years until college begins, the amount of money available to invest, and a family’s income tax bracket. There are numerous ways we can help you fund a college education, including, 529 plans, Educational Savings accounts, and Custodial accounts.
Most of us would rather not think about life insurance, but when tragedy strikes, we have no choice but to recognize the importance of a sound life insurance program.

Life Insurance policies that we offer: Term Life, Whole Life, Universal Life and Variable Life. As well as disability insurance.

Using a strategic method of asset allocation, the CSG group of First Clearing Correspondent Services offers fee-based and portfolio management products that conform to your risk level, attempt to correlate to market performance, and leverage the advice of your Retirement Specialist.
Annuities are among the fastest-growing retirement investments. Our Services include: A fixed annuity has a guaranteed fixed interest rate for a stated period of time. A variable annuity is essentially a basket of investment options; earnings within a variable annuity are permitted to accumulate tax-deferred. So you’ll pay no taxes on earnings until you begin taking withdrawals.
Long term care Insurance can be expensive. The 2007 North Carolina average for a private room in a nursing home is $61,218. Let us assist you in finding the best covered for you future needs.


Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you’ll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

David Stamper

Senior Financial Advisor

With more than 30 years of financial service experience, in banking, lending and investments, Dave Stamper understands the importance of listening to his clients. Dave has held the position of Senior Vice President of Investment Services and Senior Financial Advisor the last 13 Years with Wachovia Securities in Cary, NC. He is unique with his desire in taking the time to learn about his clients personal as well as financial situations. His lifetime relationship approach allows him to walk with his clients through each stage of life. He is a Native to NC and a Graduate of UNC-Chapel Hill.

Contact Us

Stamper Wealth Management
1135 Kildaire Farm Rd
Suite 200
Cary, NC 27511

Phone: 919.654.4512
Fax: 919.654.4513

Please click the button below to complete the contact form and we’ll be in touch.