Who We Are
We help individuals and families write their own story.
At Stavis & Cohen, we understand the complex nature of wealth-building and estate transfer considerations that families face — and recognize the importance of timely, personalized and ongoing advice.
CI Stavis & Cohen Private Wealth is a Houston-based, private wealth management firm with decades of combined experience to deliver a powerful combination of high tech and high touch planning to help multi-generational families manage the complexities of their wealth.
Why Choose Us?
Our Holistic Approach
Our goal is to work with you to outline a clear path for achieving your financial goals. For each family, that path is unique, which is why there is no one-size-fits-all planning menu at Stavis & Cohen. What differentiates our firm is our holistic approach. Our holistic approach focuses on all three areas of planning: the accumulation, conservation and transfer of wealth. It all begins with accumulation.
As family wealth grows, conservation and distribution become increasingly more important. Therefore, you need an advisor with expertise and knowledge as well as the ability to assemble a powerful, collaborative advisory team that includes highly specialized accountants and attorneys.
Who We Serve
While our clients come from a multitude of backgrounds, each has achieved significant financial success and is motivated by a desire to create a legacy that often goes beyond providing for the well-being of their family, such as giving back to their community.