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Planning

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 work with you to customize a tailored management plan for both securing and supplementing your financial future.

At STA Wealth Management you’ll find a different approach from other financial companies, in that we firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions. Instead, it should be tailored to support and protect your financial future, and to fully realize objectives and goals as individualized as you are. Our thorough and in-depth approach encompasses understanding of your particular situation, and careful analysis of multiple and often complex options to identify and implement just the right solutions.

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.