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.
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
