Our Mission

At Stavis & Cohen Financial, we understand the complex nature of the wealth building and estate considerations that families face – and recognize the importance of sophisticated, personalized and on-going advice.

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

Who We Serve

At Stavis & Cohen Financial, we provide families with the guidance, resources and support required to address complex financial and estate matters. Essentially, we help families develop and implement the plans necessary to achieve lifetime and multi-generational goals.

Learn more about the background of this firm on FINRA’s BrokerCheck