Houston, TX — December 17, 2025 — Stavis Wealth today announced it has partnered with Houston-based Carnrite Ventures. The firm targets early-stage investments in energy technology, industrial innovation, and healthcare; sectors experiencing unprecedented convergence as artificial intelligence, infrastructure demands, and scientific breakthroughs reshape entire industries.

"Our clients have long expressed interest in venture capital exposure,” said Deborah Stavis, CEO and Co-Founder of Stavis Wealth. "Partnering with Carnrite will give our clients access to early-stage opportunities, in sectors where much of the value creation occurs before companies go public."

The relationship between the Stavis and Carnrite teams spans decades, built through shared professional circles, aligned philosophies, and family-based leadership structures that mirror each other. Both firms are shaped by multigenerational stewardship, which translates into decision-making that favors long-term alignment, continuity, and legacy.

Carnrite Ventures brings a proven track record of investing in high-impact companies across early-stage energy tech, industrial tech, and healthcare tech; areas undergoing rapid transformation as new AI capabilities, infrastructure demands, and scientific breakthroughs converge.

The firm's differentiated strength lies in its ability to source unique portfolio companies: 90% of Carnrite's investments come through long-standing relationships and a deep network, especially leveraging their Texas roots. 

"This is not about chasing fads," said Samir Sinha, CFA®, Chief Investment Officer of Stavis Wealth. "It's about investing in long term trends with a partner who is at the ground floor where  transformative innovation is being built."

The demand for innovation in energy systems, industrial automation, and healthcare delivery is accelerating. AI is reshaping nearly every sector. At the same time, companies are staying private longer, meaning much of the value creation occurs before public investors ever see it.

“Our goal has always been to help scale businesses in ways that create meaningful value for founders, customers, employees, and investors,” said Jeff Carnrite, Partner at Carnrite Ventures. “We source proprietary opportunities through relationships built over decades and remain deeply engaged after investing, leveraging our industry expertise and networks to accelerate growth for portfolio companies. Partnering with Stavis Wealth allows us to extend that same level of intentionality and access to families who think about wealth across generations.”

About Stavis Wealth

Stavis Wealth is a nationally recognized private wealth management firm, honored by Newsweek as a Top Wealth Firm for 2026. The firm serves multigenerational families through holistic financial planning, investment management, and estate planning, empowering clients with clarity, confidence, and coordination across every stage of life and legacy.

About Carnrite Ventures

Carnrite Ventures is a Houston-based venture capital firm investing in early-stage energy, industrial, and healthcare technology companies. The firm combines deep sector expertise with rigorous due diligence and a network-driven, hands-on approach to supporting founders. Carnrite Ventures' disciplined commitment to strategic value creation has resulted in a portfolio of category-defining companies.

For more information:
Stavis Wealth clients interested in learning more about this opportunity should contact Samir Sinha.