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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. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Stavis and Cohen Private Wealth, LLC are not affiliated companies. Advisory services are offered through Stavis & Cohen Private Wealth a registered investment advisor not affiliated with Purshe Kaplan Sterling Investments. Insurance services are offered through SCF Private Wealth Holdings, LLC. None of the entities mentioned are affiliated with Purshe Kaplan Sterling Investments. Neither Purshe Kaplan Sterling Investments nor its registered representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IN, KS, LA, MA, ME, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. This Firm is Not a CPA Firm. For additional information about FINRA/SIPC, please visit their websites: http://www.finra.org/ http://www.sipc.org/
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