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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.
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.
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.
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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.Learn More
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.Learn More
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.Learn More
INSIDE THIS EDITION:Investment planning: Combining the power of compounding and tax deferralStock Selling IntensifiesHouston Layoff Survival Guide401k Plan Manager America’s retirement savings gap is wide. According to the Government Accountability Office (GAO), about 29% of households age 55 and older have neither retirement savings nor a pension. Stock Selling Intensifies – If they don’t hold, […]Learn more
INSIDE THIS EDITION:Avoiding Home Bias Through Emerging Market ExposureSTA Money Hour – Investing 101 with Kids Portfolio Stress Test401k Plan Manager Most investors in public stocks have heard of emerging markets and the issues they can experience from time – out of control sovereign debt, currency fluctuations, out of control inflation, and political turmoil. Investing […]Learn more
INSIDE THIS EDITION:Which Market Are You Trying to Outperform?Unhealthy Looking ChartsStaples, Utilities, and REITS Are Acting as Safe HavensWeekly Snapshot of Global Asset Class PerformancePortfolio Stress Test401k Plan Manager*Updated on 12/31/2018 It is not uncommon to hear that the goal of investing is to outperform the market. No doubt, being able to successfully predict the […]Learn more
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!