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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: Where are the Real Estate Sector Opportunities Today?Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center The Real Estate sector has been getting a lot of attention as of late due to how sensitive it is to unemployment, interest rates, and the secular changes likely to result from work from home measures. Read MoreLearn more
INSIDE THIS EDITION: Is There More Upside Ahead for Equities?Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center One of the most difficult things to do when markets are in decline or when the economy is faltering is to deploy capital. It tends to be scary and uncomfortable even for the seasoned investor. Our favored Read MoreLearn more
INSIDE THIS EDITION: Elections are Around the Corner Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center With the focus all year around COVID-19 and the economic impacts, some investors have lost sight of the fact we have a presidential election only 4 months away. With work-from-home orders still in place, second lockdowns possible, and Read MoreLearn more