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About Us

Who is STA?

Since our founding in 2003 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.

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

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Investing.

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.

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

Ed Slott Forward for Retirement Survival Guide

  If you haven’t done it yet, check out and download our Retirement Survival Guide – Just Updated for 2017.If you need more encouragement, see what Ed Slot said about the Guide in the forward below. If you want to hear more about what is in the Retirement Survival Guide, check out a recent STA Money Hour where Read More

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STA Weekly Report – Indication of Excess Enthusiasm

INSIDE THIS EDITION: Indication of Excess Enthusiasm Will Automation Destroy All Jobs? Weekly Technical Comment Retirement Survival Guide 401k Plan Manager Indication of Excess Enthusiasm Stocks turned in a mixed performance last week. The Dow gained almost 0.5%, closing at yet another record high. However, the tech-heavy NASDAQ and the small cap Russell 2000 both fell. Read More

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STA Weekly Report – What Does the New Tax Bill Mean for the Economy?

 INSIDE THIS EDITION: What Does the Senate Tax Bill Mean for the Economy? Weekly Technical Comment Getting Your Finances Ready for Year-End 401k Plan Manager What Does the Senate Tax Bill Mean for the Economy? For the better part of the year, taxes have been a hot topic in Washington and on Wall Street with Read More

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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.