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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

STA Weekly Report – Market Regains Confidence But Fundamentals Disagree

INSIDE THIS EDITION:Market Regains Confidence But Fundamentals DisagreeAre You Riding the Stock Market “Roller Coaster”?401k Plan Manager*Updated on 12/31/2018 Global equity markets certainly started 2019 in risk-on mode, encouraged by a dovish Federal Reserve and progress on the trade front. Are You Riding the Stock Market “Roller Coaster”?Written By: Scott Bishop, MBA, CPA/PFS, CFP® Over […]

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STA Weekly Report – A Note About Diversification and Uncorrelated Strategies

INSIDE THIS EDITION:A Note About Diversification and Uncorrelated StrategiesStock Indexes Are Holding SteadyWhat is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager*Updated on 12/31/2018 Going forward, it is entirely plausible that returns in traditional portfolios and asset classes may be muted. After all, we have been in a […]

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STA Weekly Report – Are You Prepared for The Fourth Industrial Revolution?

INSIDE THIS EDITION:Are You Prepared for The Fourth Industrial Revolution?Weekly Technical CommentaryMajor Stock Indexes Continue to Test Overhead ResistanceSmall Caps and Transports are Testing 200-Day LinesMSCI EAFE Shares are Testing Resistance Lines401k Plan Manager*Updated on 12/31/2018 Since it was first introduced at the annual meeting of the World Economic Forum in 2016, the fourth industrial […]

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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.