info@stawealth.com 281-822-8800
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info@stawealth.com 281-822-8800
Located in the CityCentre district of Houston, Texas, our highly-specialized expert team of more than 20 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.
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.
Please select a wealth management service to learn more.
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.
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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.
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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.
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INSIDE THIS EDITION: Benchmarks and Risk Weekly Technical Comment Self-Directed IRAs – Avoid the Tax Landmines Part Two 401k Plan Manager Just as the box scores of NBA players are judged against those of their peers as well as their own past performance, investors’ returns are put into context with the help of market benchmarks. Read More
Learn moreINSIDE THIS EDITION: Millennial Investment: Parental Guidance Can Lead to Optimal Financial Outcomes Weekly Technical Comment What to Do When Clients Obsess Over Beating the Market 401k Plan Manager Millennials, or Americans who were born in the 1980-2000 period, is a large and diverse population. S&P 500 Nears Test of Read More
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Learn moreWhether 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!
281.822.8800 (Houston area)
Info@stawealth.com
CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024
For directions to our offices, click here.
