Stavis Wealth is an independent boutique firm that provides a customized approach, allowing us to be more nimble in constructing portfolio strategies that deliver compelling returns, especially in volatile environments.

Our Integrated Process

Few firms integrate Financial Consulting, Investment Management, Estate Planning, and Insurance Solutions. Many focus solely on asset management, overlooking key Financial and Estate planning elements. Our proprietary process ensures that each family's unique needs are met.

The Art & Science of Manager Selection

Experience matters, especially in uncertain markets. Not all investment managers are created equal. We have an experienced internal team that identifies investment managers experienced with both public and private assets - and who have demonstrated skill throughout both up and down markets.

Diversification with Purpose

Diversification is more than just spreading investments across various funds—it’s about ensuring that each position is sized correctly and plays a distinct role in balancing risk and return. We focus on building customized portfolios that optimize capital preservation, provide income, and generate capital appreciation.