Wealth Creation Concepts

For A Retirement You'll Love

Corient, formerly known as CI Stavis Cohen Private Wealth, is a Houston-based private wealth management firm specializing in helping individuals and families navigate the complexities of wealth-building and estate transfer. With a focus on high tech and high touch planning, their experienced team offers personalized advice to assist multi-generational families in managing their wealth effectively. By taking a holistic approach that encompasses accumulation, conservation, and transfer of wealth, Corient aims to outline a clear path for each client's unique financial goals. Their clientele includes energy industry executives, business owners, financially independent women, and individuals and families motivated to create a lasting legacy beyond financial success.Generated from the website

Our team is committed to proactively listening, understanding, and guiding our clients in making informed decisions to achieve financial success. We provide personalized service which will exceed our clients’ expectations. We commit to excellence and the highest ethical standards. We use innovative strategies in providing financial and tax planning to help reduce financial risk, lower taxes, avoid probate, and protect client assets.