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About Us

Who We Are

Since our founding in 2003 by experienced financial industry executives, STA Wealth Management has expanded its services from investment management to include private wealth management and financial planning.

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.

Why STA?

The STA Wealth Management team consists of CERTIFIED FINANCIAL PLANNERS™, investment specialists, CPA’s, investment analysts, estate planning specialists, and MBA’s. Our goal is to both create and demonstrate value as your financial partner.

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.

Wealth Management

STA Wealth Management has built a solid reputation for our conservative, disciplined, and different approach to managing our clients’ financial needs.

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.

Planning.

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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Investing.

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.

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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Private Funds.

For more information about private funds contact us.

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Featured Articles

An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy

Written by: Scott A. Bishop, MBA, CPA/PFS, CFP® As the baby boom generation of business owners approaches retirement, more and more are interested in selling or otherwise cashing out of their businesses. In the 1990s this could have been accomplished through roll-ups, initial public offerings or sales to industry consolidators. However, in the post-9/11, post […]

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STA Weekly Report – When Reliance on Central Banks Dominates the Market

INSIDE THIS EDITION:When Reliance on Central Banks Dominates the MarketEmployee stock ownership plan is a tax-smart business strategy401k Plan Manager The markets are a strange place today. In 2018, most asset classes finished the year in negative return territory, with money market and short-term bonds being the exception. Negative Foreign Yields Lead Treasury Yields Lower […]

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STA Weekly Report – Risk-On Equities, Rate Cuts and Your Portfolio

INSIDE THIS EDITION:Risk-On Equities, Rate Cuts and Your Portfolio1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager This week has seen the S&P 500 in full risk-on mode as concerns over US-Mexico trade abated over the weekend. Coupled with expectations that the Fed […]

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Contact STA

Thank you for your interest in STA Wealth Management!

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!

Houston Headquarters

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

Phone:

281.822.8800  

Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.