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Registered Investment Advisors & Family Offices

For regulatory reasons, many Registered Investment Advisors (RIAs) have decided that they prefer to outsource their estate planning and/or insurance solutions, rather than establish a broker-dealer relationship, Stavis Wealth serves as a business-to-business partner for RIAs who prefer to outsource. 

As a Fiduciary with over 50 years experience, we understand the unique needs, issues, and concerns of RIAs. At Stavis Wealth we aim to be a complement (not a replacement) for our RIA partners via our in-house infrastructure that includes estate, business and executive planning along with life insurance specialists. We can also help structure private foundations and donor-advised funds.

When it comes to estate planning, we work collaboratively with our client’s planning team to develop and implement an estate plan. Our holistic estate planning process is identical whether a family comes to us directly or from our RIA clients.

With respect to life insurance, we overcome traditional issues RIAs may have experienced in the placement, delivery, and servicing of life insurance as part of a family's portfolio. Advisors who work with Stavis Wealth on their clients’ life insurance solutions will have access to both the family website and a client portal providing real-time information regarding client policies. 

As Registered Investment Advisors, we are able to provide a more diverse suite of both fixed and variable life insurance products, including securities-based products in the right situation. These products range from joint and survivor policies to life, life settlements, and private placement life insurance contracts.

We strive to provide not only the best offers and placement of insurance, but to provide advisors with a new standard of client care in the servicing of products that their clients choose.