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About Us

Who is STA?

Since our founding in 2002 by experienced financial industry executives, STA Wealth Management has expanded its services from investment management to also include private wealth and financial planning.

Our highly specialized expert team of more than 20 seasoned executives, skilled advisors, and supporting staff are based in the CityCentre commercial and professional district of Houston, Texas, and share a steadfast dedication to serving our diverse worldwide client base. We seek to manage risk and optimize financial futures through proactive independent and proprietary research, strategic planning, and personal connection and collaboration. Relationships with trusted names like Fidelity Investments and Charles Schwab demonstrate our commitment to sound solutions centered on you, your family, and your business.

Wealth Management

STA Wealth Management has built a solid reputation for applying a conservative, disciplined approach to our clients’ financial needs that’s also very different:

we don’t simply provide active portfolio management, but rather develop customized investment strategies targeting your unique requirements, preferences, and challenges. Our comprehensive suite of solutions features offerings as diverse as the individuals and organizations we serve, delivered with hands-on guidance driven by decades of proven success.

Please select a wealth management service to learn more.


Our truly unique financial planning process is about far more than projections or specific solutions. We believe that the most important focus should be on your individual goals, visions, and objectives, and we partner with you personally to customize a tailored management plan for both securing and supplementing your financial future.

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Successful investment is simple enough in theory: maximizing return while minimizing risk … However, at STA Wealth Management we know that in practice it’s much more complicated—and that’s why we’ve assembled people and processes that put decades of proven experience at your disposal, to build and manage a portfolio that’s uniquely your own.

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Insurance isn’t just a safety net for the unexpected or catastrophic—it can be a constructive tool for creating stability and confidence as you move through life. STA’s demonstrated expertise helps you leverage the power of insurance to provide protection and freedom.

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Private Funds.

For more information about private funds contact us.

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Featured Articles

STA Weekly Market Report – Faith in Central Banks Today is Stronger Than Faith in the Internet in 1999

Week of July 18, 2016 INSIDE THIS EDITION: The Air is Getting Thinner as the S&P Moves Higher For What It’s Worth Weekly Technical Comment 401k Plan Manager Features Articles & Interviews The Air is Getting Thinner as the S&P Moves Higher Written By: Luke Patterson CEO & Chief Investment Officer In last week’s report, […]

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The Value of Monte Carlo Simulations in Financial Planning

As part of our financial planning process, when clients have to make important decisions, we like to “stress test” their plan.  One of the tools that we may use is a Monte Carlo simulation.  When used in coordination with our traditional straight-line financial planning projections and our “Hurdle Rate” calculations, Monte Carlo helps us compare […]

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STA Weekly Market Report – Six-Money-Making Alternatives to Common Equity

Week of July 11, 2016 INSIDE THIS EDITION: Portfolio Construction for a Stormy Market For What It’s Worth Weekly Technical Comment 401k Plan Manager Features Articles & Interviews “Portfolio Construction for a Stormy Market” Written By: Luke Patterson CEO & Chief Investment Officer We will be co-hosting an Open House event with Fidelity Investments titled […]

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Check out the schedule for upcoming webinar sessions hosted by STA Wealth Management, and register today!


Contact STA

Thank you for your interest in STA Wealth Management,

and for exploring our website. Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you … Please reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!


281.822.8800 (Houston area)


Houston Headquarters

800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.