A complete list of active advisors currently associated with Stavis Wealth Transfer Solutions

Warmer can help you find a great advisor at Stavis Wealth Transfer Solutions or one who fits your needs even better.

Stavis Wealth Transfer Solutions serves high‑net‑worth individuals, families, family offices, trusts, charitable organizations and small business clients, offering integrated wealth, estate and financial planning alongside asset management and trust policy services. The firm’s service set includes coordination with attorneys, insurance analysis and oversight of variable insurance subaccounts as well as private placement life insurance and annuity structures. The firm delivers tailored, goals‑based planning and portfolio recommendations that can be implemented through either discretionary or non‑discretionary arrangements, and it coordinates with clients’ other professional advisors while using tools and third‑party platforms for planning and reporting. Stavis Wealth also advises on and may supervise investment subaccounts and private fund allocations, and discloses relationships with third‑party private equity and venture capital platforms used to offer alternative investments to qualified clients. Compared with peers, the firm manages a concentrated client roster (about 21 clients) with roughly $148.1 million in advisory AUM—approximately $83.2 million discretionary and $64.9 million non‑discretionary—indicating a substantial non‑discretionary supervisory role. The firm’s advisers hold broker‑dealer and insurance licenses and the brochure discloses commission‑based brokerage and insurance compensation and strategic private‑fund arrangements (including potential carried‑interest and non‑cash benefits), which the firm identifies as conflicts of interest and which are less common among similar advisory teams.

To learn more about the advisors currently working at Stavis Wealth Transfer Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.