Stavis Wealth is an independent Registered Investment Advisory firm founded by Deborah Stavis, CFP®, and based in Houston, Texas. Drawing on more than 35 years of experience, including Stavis’s work building two $1 billion advisory firms, the firm helps families preserve, manage, and transfer wealth across generations. Its mission is to preserve and enhance family wealth for generations to come.

Stavis brings financial and estate planning, investment management, and customized insurance solutions together under one fiduciary roof. Its services also include charitable planning and family retreats, with planning designed to engage family decision-makers and the next generation. The firm describes its advice as objective, tailored, and independent of product quotas or third-party arrangements, with recommendations presented in accessible ways. Its leadership and team bring varied backgrounds and perspectives to client relationships, and succession planning is built into the firm’s structure.

Beyond financial services, Stavis Wealth shares educational content and fosters connection through the Women’s Wealth Wave, the Legacy Lounge podcast, and a thought leadership library.