What Stavis Wealth does

Stavis Wealth is an independent Registered Investment Advisory (RIA) firm founded in 2023 and headquartered in Houston, Texas (1330 Post Oak Blvd, Suite 2050). The firm delivers fully integrated financial & estate planning, investment management, customized insurance solutions, and charitable planning under a single fiduciary roof, serving high-net-worth families whose estates have grown complex enough that fragmented, silo-based advice creates material planning gaps. Its core technical and process components include integrated financial planning software, Monte Carlo simulation-based planning presentations, a proprietary five-step planning process (Vision & Values Discovery, Planning Presentation with simulations, multi-disciplinary implementation, Annual Check-Up, optional Family Stewardship), a Motivator Map-based family retreat framework, and a Preliminary Data Questionnaire (PDQ) for holistic intake. Trademarked sub-brands — Women's Wealth Wave™, Legacy Lounge (a 30+ episode podcast and thought leadership library), and The Texas Collective — extend the platform into women's financial education, content marketing, and curated private investment access (venture capital, private equity, private credit) sourced through Texas-based relationships.

The business model is fee-only, with revenue streams from AUM-based investment management advisory fees (recurring), recurring financial & estate planning fees (often bundled with annual check-ups), professional-services fees on insurance placement and policy servicing (including ILIT administration and PPLI structuring), and managed-services revenue from selective facilitation of private investment opportunities via The Texas Collective. Go-to-market is direct and relationship-based: clients engage through the firm website, contact forms, and the Client Portal, then enter the five-step planning process beginning with a Vision & Values Discovery Meeting; top-of-funnel demand is generated through the Legacy Lounge podcast, Women's Wealth Wave community events, and Houston community/philanthropic engagement (TUTS, Barbara Bush Foundation, Target Hunger). The firm does not use intermediaries or third-party distributors.

The seven-person team is led by Founder & CEO Deborah Stavis, CFP® (35+ years, previously built two $1B AUM advisory firms; Texas Women's Hall of Fame inductee) and Co-Founder & CGO Chelsea Stavis, with senior practitioners including CIO Samir Sinha, CFA® (27+ years, hired April 2025 to launch the in-house Investment Management Platform) and Director of Advisory Services Jenna Andryeyeva, CFP®. The firm is SEC-registered (RIA #328185), privately held with no disclosed institutional investors, and currently operates as a single-office Texas practice without disclosed revenue, AUM, or client counts.

Name

Stavis Wealth

Legal name

Stavis Wealth Transfer Solutions, LLC

Website

https://staviswealth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Stavis Wealth is an independent Houston-based Registered Investment Advisor providing integrated financial & estate planning, investment management, customized insurance, and charitable planning under one fiduciary roof for high-net-worth families with multi-generational wealth transfer needs.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Estate planning
• Investment advisory
• Financial planning
• Private wealth management

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Management (AUM-Based Advisory Fees): Stavis Wealth is a fee-only RIA that provides investment management services, likely charging advisory fees based on assets under management (AUM). The firm controls its own fee structure as an independent advisor.
2. Financial & Estate Planning Fees: Holistic financial and estate planning services delivered through a structured five-step process, with ongoing annual check-ups included in the service relationship.
3. Customized Insurance Solutions: Insurance placement and ongoing policy servicing (trust policy management, subaccount monitoring, life insurance servicing) across carriers for estate tax payment solutions, including Irrevocable Life Insurance Trust (ILIT) administration.
4. The Texas Collective (Private Investment Facilitation): Selective facilitation of private investment opportunities (venture capital, private equity, private credit) for eligible clients within a broader planning relationship, sourced through Texas-based intellectual capital relationships. Not a fund; a sourcing and evaluation framework.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels6 records

Core offering

Stavis Wealth is an independent Registered Investment Advisor (RIA) that provides integrated wealth management services — combining Financial & Estate Planning, Investment Management, and Customized Insurance Solutions — under a single fiduciary roof for high-net-worth families. The firm delivers its services through a five-step planning process with Monte Carlo simulations, family retreats for multi-generational alignment, and curated private investment access via The Texas Collective. Specialized programs include the Women's Wealth Wave™ financial literacy initiative for women managing or preparing to manage substantial wealth.

Product overview

Stavis Wealth is an independent Registered Investment Advisory (RIA) firm offering an integrated wealth management platform that combines Financial & Estate Planning, Investment Management, Customized Insurance Solutions, and Charitable Planning under one fiduciary roof. The firm serves high-net-worth families and offers specialized programs including Family Retreats for multi-generational wealth planning, The Texas Collective for private investment access, and the Women's Wealth Wave™ initiative for women-focused financial education. The platform also includes the Legacy Lounge content platform featuring educational podcasts and thought leadership content. Stavis Wealth operates primarily in Houston, Texas with a team led by female founders and specializes in multi-generational wealth preservation and estate transfer planning.

Differentiator

Problem solved

Functional benefit

Brands

• The Texas Collective: A carefully curated portfolio of private investment opportunities powered by Texas-led intellectual capital, offering exposure in venture capital, private equity, and private credit.
• Women's Wealth Wave™
• Legacy Lounge

Products and services

• Financial & Estate Planning

Quantifiable outcome

• Deborah Stavis previously built two $1 billion AUM advisory firms; she serves as the foundational talent and reputation base for Stavis Wealth.
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Curate CapitalcoreStrategic or Co-development Partner · 29 October 2025A venture capital firm investing in proven, revenue-generating, women-led companies. Stavis Wealth partnered with Curate Capital to co-develop women's legacy planning pathways through the Women's Wealth Wave initiative. Partner Carrie Colbert appeared on the Legacy Lounge podcast discussing women-led venture investing.
• Carnrite VenturescoreStrategic or Co-development PartnerA Houston-based venture capital firm with over a decade identifying breakthrough companies at earliest stages across energy tech, industrial tech, and healthcare innovation. Carnrite Ventures is a key strategic partner in The Texas Collective, bringing deal flow and investment expertise to Stavis Wealth's private investment framework. Partner Jeff Carnrite appeared on the Legacy Lounge podcast discussing venture capital and the firm's micro-fund strategy.
• Intrepid Financial PartnersminorStrategic or Co-development PartnerA Houston-based investment firm focused on lower middle-market energy infrastructure. Head of Investment Management Mike France appeared on the Legacy Lounge discussing energy investing and capital discipline. Intrepid Financial Partners is featured as part of the Texas Collective framework.
• Penn Mutual Life Insurance CompanyminorStrategic or Co-development PartnerFounded in 1847 and owned by policyholders, Penn Mutual is one of the oldest mutual insurers in the country. Chief Underwriter Gretchen Dinucci appeared on the Legacy Lounge to discuss life insurance underwriting, insurability spectra, and how longevity and modern medicine reshape risk assessment. Stavis Wealth operates as a fiduciary in insurance placement, navigating pricing across carriers.
• Rice University, Susanne M. Glasscock School of Continuing StudiesminorOthersDeborah Stavis has taught at Rice University's Susanne M. Glasscock School of Continuing Studies since 1984. Additionally, the Texas Collective framework references Rice University as part of Houston's research institution ecosystem supporting innovation and deal sourcing.
• Theatre Under The Stars (TUTS)minorOthersHouston's home for musical theatre since 1968. Chelsea Stavis serves on the TUTS Board of Directors. Artistic Director Dan Knechtges and Executive Director Hillary Hart have appeared on the Legacy Lounge podcast, discussing the arts economy and Houston's cultural landscape.
• Barbara Bush Houston Literacy FoundationminorOthersDeborah Stavis is a founding member of the Barbara Bush Ladies for Literacy Guild and the Barbara Bush Foundation Celebration of Reading Committee since its inception in 1994. Chelsea Stavis is a member of the Bush Literacy Legacy Society.
• CAZ InvestmentsminorStrategic or Co-development PartnerFounder, Chairman, and CIO Christopher Zook appeared on the Legacy Lounge podcast discussing private markets, thematic investing, and long-term thinking. CAZ Investments represents part of the firm's investment partner network within The Texas Collective.
• Family Legacy FirstminorStrategic or Co-development PartnerFounded by Dr. Jeremy Lurey, an organizational psychologist specializing in family business succession and multi-generational wealth preservation. Multiple Legacy Lounge podcast episodes featuring Dr. Lurey's frameworks for family retreats, the 'Now Gen' concept, and strategic philanthropy as family glue.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: Independent RIA serving HNW and ultra-HNW families with integrated financial planning, investment management, tax, and estate services — directly comparable to Stavis Wealth's integrated fiduciary model and HNW family focus.
• Mercer Advisors: National RIA focused on HNW families with integrated financial planning, investment management, tax, and estate services — closely comparable integrated HNW offering to Stavis Wealth.
• Carson Group: RIA platform serving financial advisors and their HNW clients with holistic financial planning, investment, and insurance solutions — competes for the same integrated HNW advisory wallet as Stavis Wealth.
• Bessemer Trust: Private wealth and investment management firm purpose-built for ultra-HNW and multi-generational families, with deep estate planning and family office capabilities — the most direct multi-generational HNW peer to Stavis Wealth.
• Glenmede: Wealth management and investment firm with a multi-generational, family-office-style offering for HNW clients — closely mirrors Stavis Wealth's multi-generational planning, family engagement, and integrated fiduciary positioning.
• Creative Planning: Large fee-only RIA offering comprehensive wealth management, estate planning, and investment advisory services to HNW households — competes for the same integrated HNW planning mandate as Stavis Wealth.

Broad incumbents

• Edelman Financial Engines: Large national RIA offering financial planning, investment management, and retirement solutions to a broad HNW and mass-affluent client base — overlaps Stavis Wealth's planning-led RIA model at greater scale.
• Goldman Sachs Personal Financial Management: Wealth management division of a global investment bank offering planning, investment, and lending solutions to mass-affluent and HNW clients — a scaled incumbent competing in the same HNW advisory category.
• Sanctuary Wealth: Partner-owned RIA platform supporting independent advisors serving HNW clients with planning, investment, and family-office-style services — competes in the same independent HNW RIA category.
• BNY Mellon Wealth Management: Wealth management arm of a global custodian bank providing investment management, trust, estate, and family office services to UHNW households — competing for multi-generational HNW mandates that Stavis Wealth targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stavis-wealth-transfer-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stavis Wealth