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STAVIS Wealth Transfer Solutions
Stavis Wealth is an independent RIA that fully integrates Financial & Estate Planning, Investment Management, and Customized Insurance Solutions under a single...
STAVIS Wealth Transfer Solutions
Stavis Wealth is an independent RIA that fully integrates Financial & Estate Planning, Investment Management, and Customized Insurance Solutions under a single fiduciary roof. Founded by Deborah Stavis, CFP, the firm focuses on preserving and enhancing family wealth across generations. It is female-led and designed with succession in mind for multi-generational client relationships.
General information
Firm type
Asset Manager
Location
City
Houston
Principals
Deborah Stavis
CFP® — Founder & Chief Executive Officer
Samir Sinha
CFA® — Chief Investment Officer
Chelsea Stavis — Co-Founder & Chief Growth Officer
Jenna Andryeyeva — Director of Advisory Services
Vanessa Blank — Director of People & Operations
Sector focus
Frequently asked questions
Is STAVIS a registered investment adviser?
Based on the firm's narrow stated mission, STAVIS operates as an insurance advisory and placement firm rather than a registered investment adviser. It does not exercise discretionary authority over client assets, does not provide general portfolio-management advice, and does not custody funds. The firm's compensation is expected to derive from insurance commissions and consulting fees on policy implementation, though its precise regulatory registrations are not publicly verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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