Stavis Wealth Transfer Solutions
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
1330 Post Oak Blvd Ste 2050, Houston, Te...Phone Number
(713) 391-8200Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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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
Popular SearchesStavis Wealth Transfer SolutionsSwtsSIC Code 62,628NAICS Code 52,523Show more
Stavis Wealth Transfer Solutions Org Chart
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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
