SEC CRD #801-128853
Stavis Wealth is an Independent Registered Investment Advisory firm providing comprehensive financial planning, investment management, estate planning, and life insurance solutions for families with taxable estates. The firm also serves family offices and RIAs as a business-to-business resource for estate planning and insurance solutions.
DEBORAH M. STAVIS
MANAGING PRINCIPAL/CEO
๐ (713) 391-8200
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AUM
$148M
Location
HOUSTON, TX
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