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About Us

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.

Wealth Management

STA Wealth Management has built a solid reputation for our conservative, disciplined, and different approach to managing our clients’ financial needs.

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.

Planning.

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.

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Investing.

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.

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Insurance.

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.

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Private Funds.

For more information about private funds contact us.

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Featured Articles

STA Weekly Report – An Introduction to Quantitative Tightening

INSIDE THIS EDITION: An Introduction to Quantitative Tightening Weekly Technical Comment What is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager   An Introduction to Quantitative Tightening Over the last 10 years, central banks around the world have put more than $12 trillion of extra cash into the Read More

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What is Asset Allocation and How Do I Integrate it into My Financial Plan?

As a long-time financial planner, I find it very important to make sure that a client’s portfolio is aligned with their overall financial plan.  Many investment advisors or planners try to figure out a client’s portfolio allocation via a questionnaire.  Although some questionnaires are good and some are bad, I feel that the best allocation Read More

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STA Weekly Report – What You Should Know About Tariffs and Potential Trade War

INSIDE THIS EDITION: What You Should Know About Tariffs and Potential Trade War Weekly Technical Comment IRS Finally Says Back Door Roths Are OK 401k Plan Manager       IRS Finally Says Back-Door Roths Are OK STA Wealth participates in the Ed Slott Elite IRA Advisor Program.  As part of that access, we get Read More

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Contact STA

Thank you for your interest in STA Wealth Management!

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!

Phone:

281.822.8800 (Houston area)

Email

Info@stawealth.com

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.