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CI Stavis & Cohen Private Wealth

CI Stavis & Cohen Private Wealth


CI Stavis & Cohen Private Wealth's financial review

CI Stavis & Cohen Private Wealth's Revenue (Yearly)

20M

Employees

4


CI Stavis & Cohen Private Wealth information

AT CI STAVIS & COHEN PRIVATE WEALTH, we understand the complex nature of the wealth-building and estate considerations that families face - and recognize the importance of timely, personalized and ongoing advice. We are a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high-tech and high-touch planning to help multi-generational fa...
AT CI STAVIS & COHEN PRIVATE WEALTH, we understand the complex nature of the wealth-building and estate considerations that families face - and recognize the importance of timely, personalized and ongoing advice. We are a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high-tech and high-touch planning to help multi-generational families manage the complexities of their wealth. See important disclosure information at https://www.stavisandcohen.com/. For additional information about FINRA/SIPC, please visit their websites:http://www.finra.org/http://www.sipc.org/

CI Stavis & Cohen Private Wealth industries

Financial services

CI Stavis & Cohen Private Wealth's financial review

CI Stavis & Cohen Private Wealth's Revenue (Yearly)

20M

Employees

4

Employees

Wealth Advisor
Chief Investment Officer and Founder

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