Stavis Wealth Transfer Solutions
Finance · Texas, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1330 Post Oak Blvd Ste 2050, Houston, Te...Phone Number
(713) 391-8200Revenue
<$5 MillionIndustry
About Stavis Wealth Transfer Solutions
Stavis Wealth is an Independent Registered Investment Advisory firm that specializes in comprehensive financial planning, investment management, estate planning, and customized insurance solutions. The firm primarily serves families with taxable estates, helping them optimize the preservation and transfer of their wealth across generations. Additionally, Stavis Wealth acts as a business-to-business resource for Family Offices and Registered Investment Advisors (RIAs) seeking to outsource estate planning and insurance solutions. Their mission is to enhance wealth management and legacy preservation for high-net-worth families through intentional and holistic planning.Explore more
SIC Code 62,628NAICS Code 52,523Show moreStavis Wealth Transfer Solutions Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Stavis Wealth Transfer Solutions
Compare insights from companies similar to Stavis Wealth Transfer Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Stavis Wealth Transfer Solutions Tech Stack
A closer look at the technologies used by Stavis Wealth Transfer Solutions
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Stavis Wealth Transfer Solutions
Sign Up For FreeTo access detailed company insights
Stavis Wealth is an Independent Registered Investment Advisory firm that specializes in comprehensive financial planning, investment management, estate planning, and customized insurance solutions. The firm primarily serves families with taxable estates, helping them optimize the preservation and transfer of their wealth across generations. Additio... Read More
