STAVIS WEALTH TRANSFER SOLUTIONS
SEC RegisteredMost families spend a lifetime building wealth. Few spend the same intention preserving it.
About the firm
Stavis Wealth is an independent RIA founded by Deborah Stavis, CFP®, who built two $1 billion advisory firms before launching the firm. The firm fully integrates Financial & Estate Planning, Investment Management, and Customized Insurance Solutions under a single fiduciary roof. Its mission is to preserve and enhance family wealth for generations to come.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial & Estate Planning, Investment Management, Customized Insurance, Charitable Planning, Family Retreats, and the Legacy Lounge podcast and thought leadership platform.
Who they serve
Families facing financial complexity, specifically those seeking to preserve, manage, and transfer assets across generations as wealth grows and its complexity increases.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 21 | $145M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STAVIS WEALTH TRANSFER SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.