Most families spend a lifetime building wealth. Few spend the same intention preserving it.
Estate planning is consistently the last priority in the high-net-worth family service cycle, which means the decisions that determine how wealth transfers, and whether it survives, often get made too late or not at all. Stavis Wealth was built specifically to change that.
Who We Are
Founded on 35+ years of doing this work. Built to do it under one roof.
Stavis Wealth is an Independent RIA founded by Deborah Stavis, CFP®, a practitioner who built two $1 billion advisory firms before creating the practice she always believed was possible. One that fully integrates Financial & Estate Planning, Investment Management, and Customized Insurance Solutions under a single fiduciary roof.
Our mission is singular. Preserve & Enhance Family Wealth for Generations to Come.
How We Work
What Makes Stavis Different
Integrated by Design
Estate planning doesn't live in isolation from your investments or your insurance. At Stavis, all three disciplines sit under one roof and inform each other, which is how gaps get closed rather than inherited.
Independent. Fiduciary. Uncomplicated.
Our advice is objective and tailored to your family and not shaped by product quotas or third-party arrangements. We control our services, our fee structure, and every aspect of how we serve you. Our advice and recommendations are presented in a relatable way, including easy-to-understand graphics and images.
Built for Multiple Generations
Our planning process begins with the family's primary decision-makers and actively engages the next generation, so transitions are planned, not improvised. We create alignment across generations around what's coming and how to navigate it together. Once everyone is on the same page, we streamline implementation of the plan.
Female-Founded. Perspective-Driven.
Stavis Wealth is led by women and built by a team of varied backgrounds, skills, and experience. That breadth of perspective drives better planning and a different kind of client relationship.
Who We Serve
Families Facing Increasing Financial Complexity
Families Facing Increasing Financial Complexity
It takes a lifetime to build an estate. As wealth grows, so does its complexity and the cost of the wrong planning. We work directly with families to preserve, manage, and transfer assets across generations.
Our Services
Holistic Planning Under One Roof
Financial & Estate Planning
Investment Management
Customized Insurance
Charitable Planning
Family Retreats
Legacy Lounge
Where Thought Leaders Inspire Education and Connection
Stavis Wealth contributes time, talent, and resources beyond financial services. through the Women's Wealth Wave™, the Legacy Lounge podcast, and thought leadership library.
Deborah and Chelsea Stavis on the Invest in Her Podcast
9th April 2026
Deborah and Chelsea Stavis joined Catherine Gray on Invest in Her, a nationally recognized podcast featuring women founders, funders, and change makers, to discuss the forces reshaping how women build, transfer, and manage wealth.
Why Effectiveness > Efficiency
6th April 2026
Deborah Stavis and Samir Sinha mark one year building Stavis Wealth with a conversation that challenges the assumptions most wealth firms are built on. They expose the concentration risk hiding inside passive index funds; where a small number of mega-cap names now drives an outsized share of S&P 500 returns. They make the case that the largest advisory firms are quietly retreating from estate planning because it doesn't scale. They also pull back the curtain on The Texas Collective, Stavis Wealth's framework for private investment access in venture capital, private equity, and private credit, curated from the intellectual capital at the center of Houston's most dynamic sectors. In this candid year-in-review conversation, Deborah and Samir move from philosophy to practice: what true integration across planning, investments, and insurance actually looks like, and why effectiveness, not efficiency, is the only standard that matters for families building a legacy.