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.

Why STA?

We understand that you have many options for protecting and investing your assets, and that’s why STA Wealth Management’s entire team is committed to creating and demonstrating value as your financial partner.

Our comprehensive financial planning services are shaped by key differentiators of independence, customization, and active risk management. We believe firmly in the importance of understanding trends and strategically planning rather than merely reacting to them, and in reflecting core values of trust, credibility, and transparency in all of our operations. At STA Wealth Management, the cornerstone of our portfolio management is principal preservation, income generation, and capital appreciation. Every investment approach is customized strategically to meet your unique financial needs and goals. Our dedicated team is comprised of highly specialized experts with the experience, expertise, industry knowledge, and technical skills you deserve.