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Located in the Memorial area of Houston, Texas, our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse worldwide client base. We seek to manage risk and optimize financial futures through independent and proprietary research, strategic planning, and team 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.
Our team works together to ensure all your needs are met in a professional and responsive manner. By bringing together the best people with diverse backgrounds and a shared mission, we strive to simplify your financial life and give you a superior client experience.
We don’t simply provide active portfolio management, but rather develop customized investment strategies that target your unique preferences and challenges. Our comprehensive suite of solutions is delivered with hands-on guidance driven by decades of proven success.
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Our truly unique financial planning process is far more than financial projections and general solutions. We prioritize our focus based on your individual goals, visions, and objectives, and we partner with you to create a customized management plan that means to secure and supplement your financial future.Learn More
In theory, successful investment is simple – maximize returns and minimize risk. However, at STA Wealth Management, we know that it is much more complicated in practice. That is why we continue investing in talent and building processes that put decades of proven investment and risk management experience into strong and unique portfolios at your disposal.Learn More
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 will help you leverage the power of insurance to provide your family with security and prosperity.Learn More
INSIDE THIS EDITION: Capital Market Assumptions and their ImportanceWeekly Technical CommentWeekly Snapshot of Global Asset Class Performance 401k Plan Manager There are many ways to manage and view investments – active or passive, buy & hold or tactical, value or growth. These are all flavors of investment management styles and each have their merits. However, […]Learn more
INSIDE THIS EDITION: Trade War: The New Weather Vane For Market DirectionWeekly Technical CommentWeekly Snapshot of Global Asset Class Performance 401k Plan Manager The ETF universe has grown in terms of both offerings and assets over the last 10 years as investors have looked to replace expensive actively managed mutual funds with inexpensive index ETF’s. […]Learn more
INSIDE THIS EDITION: Is Your Advisor Using the Right Metrics to Select ETF’s?Weekly Technical Comment|Weekly Snapshot of Global Asset Class Performance 401k Plan Manager The ETF universe has grown in terms of both offerings and assets over the last 10 years as investors have looked to replace expensive actively managed mutual funds with inexpensive index […]Learn more
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 call us or email us, and we’ll be in touch as soon as possible!