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.