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Stavis, Margolis Advisory Services, Inc.
       
 
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Stavis, Margolis Advisory Services, Inc.
 
 
Overview: 

Stavis, Margolis Advisory Services is an independent, full-service, financial advisory firm providing services customized to our clients needs.

We believe it is essential that our financial planners work together with clients to achieve client goals. We offer proven investment strategies to meet desired objectives. We believe financial advisors must be knowledgeable about investment, retirement, estate planning and business succession planning as well as the various products and services available.

We strive to maintain an aerial view of each client's financial situation. We want to fully understand how the elements will work together to ensure attainment of the client's goals.
Minimum Investable Assets:  $1 million
Net Worth of largest client:  $55 million
Asset Under Management:  $970 million


 
 
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