Most families spend a lifetime building wealth.
Few spend the same intention preserving it.
Stavis Wealth was built specifically to change that by fully integrating 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.
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 seasoned practitioner who built two $1 billion advisory firms before launching the firm. Today, alongside a team of exceptional talent, she is setting a new standard in Private Wealth Management.
From inception, the firm was designed with true succession in mind. The next generation of leadership is already in place, actively shaping the firm’s direction and client experience. The result is a platform families can rely on—not just for years, but for generations.
How We Work
Integrated by Design
Financial 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 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.
Equal Is Not Always Fair: How Families Define Fairness Before Wealth Transfers
22nd June 2026
The structures that equalize an estate can deliver almost any outcome. They cannot tell you which one is right. That decision belongs to the family, and it is best made out loud, while everyone is still at the table.
Estate Equalization: Treating Children Fairly When the Assets Won't Divide
22nd June 2026
A larger exemption lifted the estate tax off many families. It did nothing for the family whose wealth is a single asset only one child can use. That problem is mechanical, and there is a structure that solves it