Helping You Achieve Successful Financial Outcomes

AT STAVIS & COHEN FINANCIAL, we understand the complex nature of the wealth-building and estate considerations that families face - and recognize the importance of timely, personalized and on-going advice. 

We are a privately held, Houston-based wealth planning firm with the experience and culture to deliver a powerful combination of high tech and high touch planning to help multi-generational families manage the complexities of their wealth. 

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Who We Serve

While our clients come from a multitude of backgrounds, each has achieved significant financial success and is motivated by a desire for stewardship in their profession, their community and most importantly, their family. 



Our LIFE Approach