STAVIS WEALTH TRANSFER SOLUTIONS

Overview

Stavis Wealth Transfer Solutions is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm is SEC-registered (2023) and combines advisory services with broker-dealer registration and insurance brokerage activity, which lets it package investment management, financial planning and insurance solutions under one relationship. Its advisory mandate spans discretionary and non-discretionary portfolio management, financial planning for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — the latter indicating regular use of third-party managers or sub-advisors for specialized strategies. Investment preferences tilt toward equities as the primary liquid exposure, while the firm also sources a range of private and illiquid strategies for clients who qualify. Fee arrangements are mixed — percentage of AUM, fixed fees and other structures — reflecting flexibility for different client relationships and account types. Stavis does not position itself as an active ESG investor and it reports a concentrated custody relationship with Fidelity.

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Location & Offices