How does the advisor help clients – Key Takeaways:
STAVIS WEALTH TRANSFER SOLUTIONS is a financial firm that specializes in wealth transfer solutions for their clients. Their team of expert advisors assists their clients in making informed financial decisions by providing personalized, comprehensive guidance.
Their main focus is on helping clients develop a wealth transfer plan that meets their specific needs and goals. They also provide strategic investment advice to help clients grow their assets and achieve financial success.
Overall, STAVIS WEALTH TRANSFER SOLUTIONS offers the following key benefits to their clients:
- Expert financial guidance tailored to each client’s unique situation.
- Comprehensive wealth transfer solutions to help clients achieve their financial goals.
- Strategic investment advice to grow and protect client assets.
Facts and Insights
Founded in 2008, STAVIS WEALTH TRANSFER SOLUTIONS has been in the business of providing financial services for over a decade. They currently have assets under management totaling $500 million and a team of 8 advisors.
Their team is comprised of experienced financial professionals, including Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs). This expertise allows them to provide their clients with the best possible financial advice and solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Assets Under Management | Number of Advisors |
|---|---|---|
| 12 years | $500 million | 8 |
Financial Services Offered
STAVIS WEALTH TRANSFER SOLUTIONS offers a range of financial services to their clients, including:
- Wealth transfer and inheritance planning
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
STAVIS WEALTH TRANSFER SOLUTIONS works with a diverse range of clients, including high net worth individuals, families, and small business owners.
Their personalized approach allows them to tailor their services to meet the specific needs of each client, regardless of their financial situation.
Fees & Compensation
STAVIS WEALTH TRANSFER SOLUTIONS is a fee-based firm meaning that their advisors are compensated through a combination of client fees and commissions. They are committed to transparency and make sure that their clients are fully informed of any fees or costs associated with their services before any work is done.
Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The founder and President of STAVIS WEALTH TRANSFER SOLUTIONS, John Stavis, has a strong background in finance, with over 30 years of experience in the industry. He has been recognized as a top advisor by several publications, including Forbes and Barron’s.
Their team of advisors is also highly qualified, with many years of experience and advanced certifications in financial planning, investment management, and taxation.
Financial Advisor Disclosures to Know
As a registered investment advisor, STAVIS WEALTH TRANSFER SOLUTIONS is legally required to disclose any potential conflicts of interest and disclose all fees and compensation. They also have a fiduciary duty to act in their clients’ best interests at all times.
Additionally, their advisors adhere to a strict code of ethics and are committed to maintaining the highest level of professionalism and integrity in all client interactions.