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Stavis Wealth Transfer Solutions

EST. AUM
$120,802,164

CONTACTS
1

CLIENT ACCOUNTS
43

Firm Details

Metro area Houston
CRD Number 328185
Website staviswealth.com
Client types

Overview

Stavis Wealth Transfer Solutions is an Independent Registered Investment Advisor that specializes in complex financial and estate planning and customized insurance solutions for families with taxable estates. The firm positions its offering as an integrated model—bringing together holistic financial and estate planning, investment management, and insurance solutions—to help preserve and enhance multi-generational family wealth. It also serves Registered Investment Advisors and family offices on an outsourced basis for estate and insurance needs, reflecting a fiduciary approach as an RIA.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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