Stavis Wealth is an Independent Registered Investment Advisory firm that provides Integrated, Holistic Financial Planning, Investment management, Estate Planning, and Customized Life Insurance Solutions all under one roof.

Crafting an Integrated Financial & Estate plan, alongside Investment Management and Insurance Solutions, demands a customized process:

 

Step 1. Vision & Values Discovery Meeting

• A Conversation Designed to Clarify Financial Goals and Motivators
• Collection and evaluation of Quantitative and Qualitative Data (Gather Financial Statements, Investment Statements, and Legal Documents)
• Evaluate Personal Risk Profiles and Decision-Making Preferences

 

Step 2. Financial & Estate Planning Presentation

• Consolidated Overview of your Financial Position
• Personalized Monte Carlo Simulations to Stress-test your Plan
• Analysis of Current Investments and Tax Saving Opportunities
• In-depth Evaluation of Optimal Use of Employer-Provided Benefit Plans

 

Step 3. Implementation of Chosen Recommendations

• Strategic Assembly of Existing or New Multi-Disciplinary Team (Estate Planning Attorney, CPA, Valuation Experts, Trust Officer)
• Advisor acts as the Through-line across Tax, Legal, and Investment Oversight
• Seamless, Collaborative Implementation of Customized Plan

 

Step 4. Contract Renewal

• Annual Review of Prior Goals and Upcoming Objectives
• Ongoing Monitoring and Proactive Adjustments as Financial Situation Evolves
• Continued Coordination with your Advisory and Professional Team

 

Step 5. Family Stewardship (Optional)

• Exclusive Tailored Retreats Focused on Values, Communication, and Legacy
• Next-Gen Education Aligned to Evolving Financial Needs
• Guidance in Designing and Implementing a Strategic Philanthropic Plan

 

To learn more, feel free to reach out to our team via our Contact Page.