Stavis & Cohen Financial is a Houston-based, privately held, financial advisory services firm. We are an independent firm that is not owned, affiliated or financially supported by any bank or brokerage firm. We employ a team of professionals dedicated to helping families with large and complex estates make sound financial choices.
Services/Products
Stavis & Cohen Financial provides a full spectrum of services to help you and your family bring organization and structure to your financial life. Typically, we begin a new relationship with a customized financial plan, which addresses retirement, risk management, and estate planning considerations. We complement the plan with our unique approach to global asset allocation and active portfolio management. Further, we offer a full suite of personal concierge services to help you manage the day-to-day complexities of your estate.