Stavis Wealth Transfer Solutions Employee Directory

Stavis Wealth Transfer Solutions corporate office is located in 1330 Post Oak Blvd Ste 2050, Houston, Texas, 77056, United States and has 11-50 employees.

Stavis Wealth Transfer Solutions Global Presence

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North America1-10

Key Employees of Stavis Wealth Transfer Solutions

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    Samir Sinha

    Chief Investment Officer

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Index of contact profiles from Stavis Wealth Transfer Solutions

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Contact Name
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12

Former Employees at Stavis Wealth Transfer Solutions

Explore people who held key positions, contributed to Stavis Wealth Transfer Solutions's success, and advanced their careers.

  1. Insurance Advisor at Hotaling Insurance Ser...

    Worked as Chief Planning Officer

    at Stavis Wealth Transfer Solutions (2023-2024)

    email Kayla Tolunay Email direct Kayla Tolunay Direct
  2. Financial Planning Int... at The Sum

    Worked as Associate Advisor

    at Stavis Wealth Transfer Solutions (2024-2024)

    email Jacob Irving Email direct Jacob Irving Direct

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People from Similar Companies in the Finance Industry Located in Texas, United States

Frequently Asked Questions Regarding Stavis Wealth Transfer Solutions Employees

How many employees does Stavis Wealth Transfer Solutions have?
Stavis Wealth Transfer Solutions has 11-50 employees
Who are Stavis Wealth Transfer Solutions key employees?
Some of Stavis Wealth Transfer Solutions key employees are Samir Sinha
Where is Stavis Wealth Transfer Solutions located?
Stavis Wealth Transfer Solutions’s headquarters are located at 1330 Post Oak Blvd Ste 2050, Houston, Texas, 77056, United States
How do I contact Stavis Wealth Transfer Solutions?
Stavis Wealth Transfer Solutions Contact Info: Phone number: (713) 391-8200 Website: www.wealthtransfersolutions.com
What does Stavis Wealth Transfer Solutions do?

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... nally, 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.Read More

Is Stavis Wealth Transfer Solutions a public company?
Stavis Wealth Transfer Solutions is private company therefore does not currently have an official ticker symbol
See more information about Stavis Wealth Transfer Solutions Employees

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