Our Mission
Preserve and Enhance Family Wealth
for Generations to Come
Our Vision
Founded by Deborah Stavis, CFP®, a visionary in advisory services who has built two $1 billion firms, Stavis Wealth is the realization of 35+ years of experience and is designed to provide the ultimate multi-generational client experience.
Guided by our mission, we place a profound commitment to multi-generational planning for those with taxable estates. Our approach begins with the financial decision-makers, guiding them to make key decisions that align with their values and goals. We then actively engage future decision-makers, ensuring a seamless integration of all family members into the overall plan, creating alignment and understanding among current and future generations regarding what is to come.
HOW WE WORK
What Sets Us Apart
Independent. Fiduciary. Unconflicted.
As Fiduciaries, our advice is conflict-free and tailored to the unique needs of every client. As Independent Financial Advisors, Stavis Wealth has full control over the services we offer, our fee structure, investment and insurance recommendations, and all aspects of client communication and servicing.
Built for Multiple Generations
Our firm's ethos is rooted in trust, transparency, sound governance, and a culture of caring. We build an adaptable, customized approach for each client family and not a one-plan-fits-all solution. This culminates in a comprehensive plan which allows for stronger client relationships and a legacy that endures.
A Disciplined Investment Process
Our Investment Process begins with best-in-class research combined with active management, allowing us to align client portfolios to the dynamics of an ever-changing market. As we are concerned with building legacy, all of this is backed by our long-term disciplined approach.
Female-Founded. Perspective-Driven.
Diversity is at the heart of the Stavis Wealth story. As a Female-Founded firm, with a team of varied backgrounds, skills, and perspectives, Stavis Wealth is designed to drive innovation and creativity. Every member of our team is empowered to adopt a business owner mindset when approaching their career.
