NetworkยทVenture Capital

Stavis Wealth Transfer Solutions

Unclaimed

๐Ÿ“ HOUSTON, TX

Venture Capital
www.staviswealth.com โ†—

SEC CRD #801-128853

About

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.

Key Contact

DM

DEBORAH M. STAVIS

MANAGING PRINCIPAL/CEO

๐Ÿ“ž (713) 391-8200

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Geographic Focus

texas
โ„น

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AUM

$148M

Location

HOUSTON, TX

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