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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:Major Stock Index Test Overhead ResistanceFinancial and Materials Sectors Test 200-Day Line401k Plan Manager*Updated on 12/31/2018 Since the financial crisis domestic stocks have outperformed stocks from abroad. Despite periods where international stocks have outperformed domestic stocks during this period, many investors have begun to question whether having diversified global exposure to stocks still […]Learn more
INSIDE THIS EDITION:S&P 500 Crosses Above It’s 200-Day AverageIndustrial Sector Clears December High401k Plan Manager*Updated on 12/31/2018 This week is an important week on the U.S.-China trade dispute front. Senior Chinese and U.S. officials are meeting again in Beijing this week to continue trade talks and try to resolve their trade dispute ahead of the […]Learn more
INSIDE THIS EDITION:Executive Summary2018 Review2019 Investment ThemesMacroeconomic OutlookCapital Markets Outlook401k Plan Manager*Updated on 12/31/2018 Executive Summary The second half of 2018, saw the US economy continue its expansion.. Outside of the U.S., BREXIT-related uncertainty and softening Eurozone economic data provided a counter-current too strong to overcome for developed international equities. 2018 Review The second half […]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!