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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 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.

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 – Millennial Investment: Parental Guidance Can Lead to Optimal Financial Outcomes

INSIDE 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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Protected: STA Wealth Management Semi-Annual START Private Client Report August 2018

There is no excerpt because this is a protected post.

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Protected: STA Wealth Management – Semi Annual SA Private Client Report August 2018

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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!

Phone:

281.822.8800 (Houston area)

Email

Info@stawealth.com

Houston Headquarters

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

For directions to our offices, click here.