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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.

At STA Wealth Management, we define ourselves and our approach with three primary qualities:

Please select a quality to learn more.

Conservative.

Preservation of capital has always been an important component of superior performance, as well as our own team’s financial strategy—which applies economic, fundamental, and technical analysis to create portfolios focused on limiting downside risk while capturing higher returns.

Disciplined.

We’ve designed our portfolio management practices by structuring investments that conform to our distinct set of fundamental parameters, to ensure repeatable and sustainable performance.

Different.

Our comprehensive financial planning process sets us apart, and guides your portfolio to provide you with a framework for understanding the potential financial impact of important life decisions.

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!

Phone:

281.822.8800 (Houston area)

Email

info@stawealth.com

Houston Headquarters

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

For directions to our offices, click here.