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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: The Challenges we see in Fixed Income TodayWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center The S&P 500 recorded the fastest peak to bear market decline and the fastest bear market exit ever. In fact, it only took 23 trading days for the market to go from peak to trough and Read MoreLearn more
INSIDE THIS EDITION: Growth and Value Divergence to Continue?Weekly Global Asset Class PerformanceMike Smith Interview with Dr. Vikram MansharamaniCoronavirus / COVID-19 Resource Center The equity market has returned to a familiar pattern where growth outperforms value. Although the markets have been choppy with some intraday volatility, we believe growth’s outperformance over value reflects the growing Read MoreLearn more
Over the last couple of months, we have been fielding questions from many clients about the CARES Act – especially the loans and the forgiveness of loans available for small businesses that we outline in our Coronavirus Resource Center. I actually co-wrote an article back in March with Jennifer Mailhes, CPA from Doeren Mayhew entitled Read MoreLearn more