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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:How To Position Portfolios for The Late CycleWeekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager Generally, a business cycle can be divided into four phases: early cycle, midcycle, late-cycle, and recession. The current economic expansion is the longest in U.S. history. Year-End Tax and Financial Planning Ideas […]Learn more
INSIDE THIS EDITION:Will the Holidays bring retail cheer?Weekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager We are on the cusp of entering the important holiday season for retailers. According to the National Retail Federation (NRF), holiday sales represent approximately 20% of annual retail sales. However, there is some variation […]Learn more
INSIDE THIS EDITION:How to Generate Income with Dividend StocksWeekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager For investors, it has been a challenge to generate income in a low-interest rate world. Usually, investors who are saving for retirement use dividend stocks are a crucial building block to this end […]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!