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Get to Know Vanessa Blank

Get to Know Vanessa Blank

3rd December 2024

As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Vanessa Blank, our Administrative Director.

Tags: Education

Get to Know Jenna Andryeyeva

Get to Know Jenna Andryeyeva

13th November 2024

As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Jenna Andryeyeva, our Director of Advisory Services.

Tags: Education

The Legacy Lounge Episode 9: Rachel Regan

The Legacy Lounge Episode 9: Rachel Regan

9th December 2024

We welcome Rachel Regan, a marketing and business development leader who is currently the Head of Global Sales and Acquisitions for Exclusive Resorts, to the Legacy Lounge.

Tags: Podcasts

The Legacy Lounge Episode 8: Judith Flores Nisenson

The Legacy Lounge Episode 8: Judith Flores Nisenson

18th November 2024

We welcome Judith Flores Nisenson, a Certified Personal Coach who helps women with how to navigate betrayal trauma, infidelity, and other life challenges.

Tags: Podcasts

The Legacy Lounge Episode 7: Shelly Lesikar deZevallos

The Legacy Lounge Episode 7: Shelly Lesikar deZevallos

31st October 2024

We welcome Shelly Lesikar deZevallos, an aviation leader and licensed pilot with over 30 years of experience in the aviation and airport industry.

Tags: Podcasts

The Legacy Lounge Episode 6: Kiran and Puja Verma

The Legacy Lounge Episode 6: Kiran and Puja Verma

10th October 2024

We welcome Kiran and Puja Verma to the Legacy Lounge. Kiran and Puja are the mother/daughter pair behind the award-winning Houston institution, Kiran's.

Tags: Podcasts

Get to Know Chelsea Stavis

Get to Know Chelsea Stavis

28th August 2024

As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with our Co-Founder and Chief Strategic Officer, Chelsea Stavis

Tags: Education

A Surprising Tool to Maximize Your Charitable Giving

A Surprising Tool to Maximize Your Charitable Giving

24th July 2024

Engaging in charitable activities not only supports organizations in achieving their missions but also brings a sense of fulfillment to the donor.  Additionally, there are several practical benefits, such as tax advantages, associated with charitable giving.

Tags: Education

Just Like Peanut Butter and Jelly:  Why Estate Planning and Life Insurance are Made for Each Other

Just Like Peanut Butter and Jelly: Why Estate Planning and Life Insurance are Made for Each Other

19th June 2024

While many people understand that estate planning is a critical aspect of financial and wealth management, life insurance often goes underappreciated or missed all together as part of that process. However, life can help facilitate estate planning goals around wealth transfer, managing estate taxes and providing financial security for successful families.

Tags: Education

The Legacy Lounge Episode 5: Mayte Weitzman

The Legacy Lounge Episode 5: Mayte Weitzman

24th September 2024

We welcome Mayte Weitzman, to the Legacy Lounge. Mayte is a a leading communications, branding, and public relations specialist who is also passionate about social responsibility and community engagement.

Tags: Podcasts

The Legacy Lounge Episode 3: Kelly J. Zúñiga

The Legacy Lounge Episode 3: Kelly J. Zúñiga

22nd July 2024

We welcome Kelly J. Zúñiga, Ed.D., CFRE, to the Legacy Lounge. Kelly is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.

Tags: Podcasts

The Legacy Lounge: Episode 2 Wendy Farner

The Legacy Lounge: Episode 2 Wendy Farner

20th June 2024

As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.

Tags: Podcasts

The Legacy Lounge Episode 1: Rod Koenig

The Legacy Lounge Episode 1: Rod Koenig

22nd May 2024

Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!

Tags: Podcasts

The Legacy Lounge: Welcome

The Legacy Lounge: Welcome

21st May 2024

Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!

Tags: Podcasts

The Changing Face of Wealth: Women and Wealth Management

The Changing Face of Wealth: Women and Wealth Management

18th March 2024

While women are increasingly taking control of an increasing amount of wealth, the financial services industry, as a whole, has done little to address this changing face in wealth.  The result, 70% of women report changing their financial advisors within one year of their partner dying. Why? Affluent women approach wealth management differently than their male counterparts.

Tags: Education

Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry

Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry

19th February 2024

As February is Black History Month, and as Stavis Wealth Transfer Solutions was co-founded by three women, we wanted to take this opportunity to highlight a pioneer in the life insurance industry who deserves far more recognition that she currently receives.  Let us introduce you to Minnie Geddings Cox.

Tags: Education

Target Hunger

Target Hunger

1st February 2024

Target Hunger’s mission is to alleviate hunger and its root causes in the northeast and east Houston neighborhoods we serve.

Tags: Community Involvement

Barbara Bush - Celebration of Reading

Barbara Bush - Celebration of Reading

1st February 2024

A Celebration of Reading is the Barbara Bush Foundation’s signature fundraiser. The unique program features bestselling authors who share their stories.

Tags: Community Involvement

Barbara Bush - Ladies for Literacy Guild

Barbara Bush - Ladies for Literacy Guild

1st February 2024

In the spirit of service, the Ladies for Literacy Guild mobilizes resources to foster a love of reading through the power of literacy.

Tags: Community Involvement

The Perfect Estate Planning Storm

The Perfect Estate Planning Storm

26th January 2024

This is a unique, and uniquely challenging, point in time for estate planning. Two developments are bringing to an end the platinum age of planning in the near future, meaning the time to act is now.  

Tags: Education

New Year, New Website!

New Year, New Website!

26th January 2024

Welcome to our brand new website, with incredible work by New York-based web design team, Juicyorange, and graphic designer, Thomas Maloney! 

Tags: EducationPressSpeaking Engagements