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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:Market Regains Confidence But Fundamentals DisagreeAre You Riding the Stock Market “Roller Coaster”?401k Plan Manager*Updated on 12/31/2018 Global equity markets certainly started 2019 in risk-on mode, encouraged by a dovish Federal Reserve and progress on the trade front. Are You Riding the Stock Market “Roller Coaster”?Written By: Scott Bishop, MBA, CPA/PFS, CFP® Over […]Learn more
INSIDE THIS EDITION:A Note About Diversification and Uncorrelated StrategiesStock Indexes Are Holding SteadyWhat is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager*Updated on 12/31/2018 Going forward, it is entirely plausible that returns in traditional portfolios and asset classes may be muted. After all, we have been in a […]Learn more
INSIDE THIS EDITION:Are You Prepared for The Fourth Industrial Revolution?Weekly Technical CommentaryMajor Stock Indexes Continue to Test Overhead ResistanceSmall Caps and Transports are Testing 200-Day LinesMSCI EAFE Shares are Testing Resistance Lines401k Plan Manager*Updated on 12/31/2018 Since it was first introduced at the annual meeting of the World Economic Forum in 2016, the fourth industrial […]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!