Join the conversation and feel free to submit a question to our experts.Submit a question
Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.Subscribe
Read STA's Featured ArticlesRead More
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.
Please select a wealth management service to learn more.
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: Could Dividend and Buyback Activity in Banks be Signaling a Bank Stock Recovery?Weekly Global Asset Class PerformanceTrump vs. Biden Tax Policy ProposalsCoronavirus / COVID-19 Resource Center Companies have different ways to return cash to shareholders. Cash dividends and stock buybacks are two of the most popular ways. Over the last two years, Read MoreLearn more
With less than two months away until the presidential election, President Donald Trump, the Republicans’ choice for another term, and Former Vice President Joe Biden, the Democratic nominee, are in the home stretch of making their cases to voters. Come Nov. 3, 2020, changes may be on the horizon based on each candidate’s differing views Read MoreLearn more
INSIDE THIS EDITION: The Fed Framework & Implications For Your PortfolioWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center The fed funds rate is the target interest rate set by the Federal Open Market Committee (FOMC) at which commercial banks borrow and lend their excess reserves to each other and can have a meaningful impact Read MoreLearn more