Our Mission
Preserve and Enhance Family Wealth
for Generations to Come
Our Vision
Stavis Wealth is more than a wealth management firm - we work with clients to build their family legacy by fully integrating Holistic Financial & Estate Planning, Investment Management, and Customized Insurance Solutions, all under one roof. Founded by Deborah Stavis, a visionary in advisory services who has built two $1 billion firms, Stavis Wealth is the realization of 40 years of experience and is designed to provide the ultimate multi-generational client experience.
Guided by our mission to "Preserve and Enhance Wealth for Generations to Come", we place a profound commitment to multi-generational planning serving those with taxable estates. Our approach begins with the financial decision-makers, guiding them to make key decisions that align with their values and goals. We then actively engage future decision-makers, ensuring a seamless integration of all family members into the overall plan. Our goal is to create alignment and an understanding among current and future generations regarding what is to come.
The firm's ethos is rooted in trust, transparency, sound governance, and a culture of caring. As Fiduciaries, advice is conflict-free and tailored to the unique needs of every client. As Independent Financial Advisors, Stavis Wealth has full control over the services we offer, our fee structure, investment and insurance recommendations, as well as all aspects of client communication and servicing. We build an adaptable, customized investment management approach for each client family versus a “one plan fits all approach”. This culminates in a comprehensive plan which allows for stronger client relationships and improved retention.
Sound Investment advice begins with a well-informed macroeconomic overview. Best-in-class research, combined with our active management, allows us to align our client’s portfolios to the dynamics of an ever-changing market. As we are concerned with building legacy, all of this is backed by our long-term disciplined approach.
Diversity is at the heart of the Stavis Wealth story. As a Female-Founded firm, with a team comprised of varied backgrounds, skills, and perspectives, Stavis Wealth is designed to drive innovation and creativity. Every member of the Stavis Wealth team is empowered to adopt a business owner mindset when approaching their career.
Commitment extends beyond Financial Services, as Stavis Wealth actively contributes time, talent, and resources to local charities. Community Involvement is amplified through initiatives such as the Stavis Wealth Academy for Financial Literacy and The Legacy Lounge Podcast, where thought leaders inspire education and connection.
With a steadfast focus on growing and preserving multi-generational wealth, leveraging independence, and giving back to the community, Stavis Wealth embodies its mission: to Preserve and Enhance Family Wealth for Generations to Come.