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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, CPAs, investment analysts, estate planning specialists, and MBAs. 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

STA Weekly Report – Innovative Technology as an Investment Theme

INSIDE THIS EDITION:Innovative Technology As An Investment ThemeWeekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager As we start a new decade, investors may want to begin thinking about big investment themes that could be profitable over the next 10 years. In the last decade, some of […]

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STA Weekly Report – Beware

INSIDE THIS EDITION:BewareWeekly Snapshot of Global Asset Class PerformanceFinancial Planning Goals for 2020401k Plan Manager Did you know that manufacturing in the US accounts is approximately $2 trillion dollars per year? At this level, if it were an economy, it would be among the top 10 economies in terms of nominal GDP. Financial Planning Goals […]

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STA Weekly Report – As Markets Rise, Don’t Forget About Risk

INSIDE THIS EDITION:As Markets Rise, Don’t Forget About RiskWeekly Snapshot of Global Asset Class PerformanceFinancial Planning Goals for 2020401k Plan Manager Equity markets around the world continue to trend higher. The S&P 500 to start the year has added another 1.59% total return to a very impressive 2019 total return of 31.48%. Financial Planning Goals […]

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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.