This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Stavis Wealth Transfer Solutions


Our Mission is to Preserve and Enhance Family Wealth for Generations to Come.

We are experienced wealth advisors specializing in providing wealth transfer solutions to families with taxable estates. We understand the unique needs of our clients and offer them tailored solutions that address their specific needs and concerns.

The founding partners of Stavis Wealth Transfer Solutions have over a half-century of combined experience as both trusted advisors and Certified Financial Planners, having focused on holistic Financial Planning, including complex Estate Planning and Insurance Solutions.

Find us at the event

  • Set up a meeting
  • Chelsea Stavis