Stay Connected
Why Our New CIO is Re-Engineering Investment Strategy
9th April 2025
In this episode of the Legacy Lounge, we sit down with Samir Sinha, CFA®, our new Chief Investment Officer.
Get to Know Samir Sinha
8th April 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Samir Sinha, our Chief Investment Officer.
Strategic Growth: Stavis Wealth Appoints Samir Sinha as CIO and Launches Investment Platform
4th April 2025
Stavis Wealth is proud to announce the appointment of Samir Sinha, CFA®, as Chief Investment Officer, coinciding with the launch of the firm’s new Investment Management Platform. With over 27 years of global investment experience, Samir brings strategic depth to the firm’s mission of delivering integrated, personalized wealth solutions to high-net-worth families. This milestone reflects Stavis Wealth’s continued commitment to innovation, leadership, and multi-generational financial planning.
Citywire Exclusive: Stavis Wealth Hires Samir Sinha as CIO and launches in-house investment platform
3rd April 2025
Deborah Stavis has launched a new investing platform for her RIA Stavis Wealth and has hired Samir Sinha, a Franklin Templeton alum, as CIO. "I think our nimbleness is our strength,’ Sinha said. ‘That idea that if we see shifts in the market, if we see shifts in where we should be invested, we can make those decisions quickly and we can also make sure that they fit specifically to what our clients need relative to their current situation or current position."
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
17th March 2025
In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm.
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
24th February 2025
We welcome Alexandra Whittington to the Legacy Lounge. Alexandra is a a futurist, author, and speaker who helps us navigate the uncertainties of tomorrow.
All You Need to Know About Private Placement Life Insurance (PPLI)
10th February 2025
We welcome Jay Judas, Co-Founder and CEO of Life Insurance Strategies Group, to the Legacy Lounge.
The Legacy Lounge Episode 12: Ed Berube
27th January 2025
We welcome Ed Berube, a performance management consultant and mentor and Executive Member of the Stavis Wealth Advisory Board, to the Legacy Lounge.
The Legacy Lounge Episode 11: Nicholas Bohnsack
15th January 2025
We welcome Nicholas Bohnsack, President & Co-Founder of Strategas and CEO of Strategas Asset Management, to the Legacy Lounge.
The Legacy Lounge Episode 10: Julie Baker Finck, Ph.D.
18th December 2024
We welcome Julie Baker Finck Ph.D., who brings her 20+ years of K-12 education and non-profit management to her current role as President and CEO of the Barbara Bush Houston Literacy Foundation.
Get to Know Vanessa Blank
3rd December 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Vanessa Blank, our Administrative Director.
Get to Know Jenna Andryeyeva
13th November 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Jenna Andryeyeva, our Director of Advisory Services.
The Legacy Lounge Episode 9: Rachel Regan
9th December 2024
We welcome Rachel Regan, a marketing and business development leader who is currently the Head of Global Sales and Acquisitions for Exclusive Resorts, to the Legacy Lounge.
The Legacy Lounge Episode 8: Judith Flores Nisenson
18th November 2024
We welcome Judith Flores Nisenson, a Certified Personal Coach who helps women with how to navigate betrayal trauma, infidelity, and other life challenges.
The Legacy Lounge Episode 7: Shelly Lesikar deZevallos
31st October 2024
We welcome Shelly Lesikar deZevallos, an aviation leader and licensed pilot with over 30 years of experience in the aviation and airport industry.
The Legacy Lounge Episode 6: Kiran and Puja Verma
10th October 2024
We welcome Kiran and Puja Verma to the Legacy Lounge. Kiran and Puja are the mother/daughter pair behind the award-winning Houston institution, Kiran's.
Get to Know Chelsea Stavis
28th August 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with our Co-Founder and Chief Strategic Officer, Chelsea Stavis
A Surprising Tool to Maximize Your Charitable Giving
24th July 2024
Engaging in charitable activities not only supports organizations in achieving their missions but also brings a sense of fulfillment to the donor. Additionally, there are several practical benefits, such as tax advantages, associated with charitable giving.
Just Like Peanut Butter and Jelly: Why Estate Planning and Life Insurance are Made for Each Other
19th June 2024
While many people understand that estate planning is a critical aspect of financial and wealth management, life insurance often goes underappreciated or missed all together as part of that process. However, life can help facilitate estate planning goals around wealth transfer, managing estate taxes and providing financial security for successful families.
The Legacy Lounge Episode 5: Mayte Weitzman
24th September 2024
We welcome Mayte Weitzman, to the Legacy Lounge. Mayte is a a leading communications, branding, and public relations specialist who is also passionate about social responsibility and community engagement.
The Legacy Lounge Episode 3: Kelly J. Zúñiga
22nd July 2024
We welcome Kelly J. Zúñiga, Ed.D., CFRE, to the Legacy Lounge. Kelly is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.
The Legacy Lounge: Episode 2 Wendy Farner
20th June 2024
As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.
The Legacy Lounge Episode 1: Rod Koenig
22nd May 2024
Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!
The Legacy Lounge: Welcome
21st May 2024
Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!
The Changing Face of Wealth: Women and Wealth Management
18th March 2024
While women are increasingly taking control of an increasing amount of wealth, the financial services industry, as a whole, has done little to address this changing face in wealth. The result, 70% of women report changing their financial advisors within one year of their partner dying. Why? Affluent women approach wealth management differently than their male counterparts.
Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry
19th February 2025
As February is Black History Month, and as Stavis Wealth Transfer Solutions was co-founded by three women, we wanted to take this opportunity to highlight a pioneer in the life insurance industry who deserves far more recognition that she currently receives. Let us introduce you to Minnie Geddings Cox.
Barbara Bush - Celebration of Reading
1st February 2024
A Celebration of Reading is the Barbara Bush Foundation’s signature fundraiser. The unique program features bestselling authors who share their stories.
Target Hunger
1st February 2024
Target Hunger’s mission is to alleviate hunger and its root causes in the northeast and east Houston neighborhoods we serve.
Barbara Bush - Ladies for Literacy Guild
1st February 2024
In the spirit of service, the Ladies for Literacy Guild mobilizes resources to foster a love of reading through the power of literacy.
The Women's Resource
1st May 2025
The Women's Resource helps women and girls make choices toward becoming independent, productive and financially stable. In their programs, women acquire the essential financial knowledge, skills and confidence they need to make sound decisions and improve their lives - for themselves and their families.
The Perfect Estate Planning Storm
26th January 2024
This is a unique, and uniquely challenging, point in time for estate planning. Two developments are bringing to an end the platinum age of planning in the near future, meaning the time to act is now.
New Year, New Website!
26th January 2024
Welcome to our brand new website, with incredible work by New York-based web design team, Juicyorange, and graphic designer, Thomas Maloney!