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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:Slow Population Growth, Aging Demographics, and their Impact on Inflation and Interest RatesYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center For this week’s commentary, we are going to discuss the first of five major trends that we believe investors should be watching as we move into 2021. Read MoreLearn more
INSIDE THIS EDITION:A Few Reasons to Remain Constructive on EquitiesYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center We wanted to use this week’s commentary to highlight some of the things we are seeing across equity markets as we continue to actively monitor the worsening COVID-19 situation in many geographies. Read MoreLearn more
INSIDE THIS EDITION:It Is Time to Start Thinking About Tax-Loss HarvestingYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center With only a few weeks until Thanksgiving, the tax-loss harvesting season is once again upon us. While this year has been marked by strong gains across many asset classes despite the Read MoreLearn more