STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm applying a conservative, disciplined, different approach to investing. We take pride in the fact that we have client relationships well into their third generation. We believe that success isn’t measured only by figures and charts, but by the fiscal stability and growth of our clients and their families, and the continued professional development of our advisors and support team.

Relationships with trusted names like Fidelity Investments and Charles Schwab demonstrate our commitment to sound solutions centered on you, your family and your business. Contact STA to find out more about how we can manage your Fidelity or Charles Schwab Accounts.

With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of trust, credibility, and transparency.

Register to receive our Free STA Weekly Report, featuring up to date Market Analysis and our 401k Plan Manager from our Chief Investment Officer Luke Patterson and our Investment Committee. Don’t miss the Financial Planning Topic of the Week. Register Today!

At STA we provide an abundance of resources to keep you educated, informed, and empowered. Whether through our daily “STA Money Hour” radio program airing on KPRC AM950 in Houston and worldwide online, our weekly market report, or our social media articles, our leadership and advisor teams deliver strategic financial insight you can use, whenever and wherever you need it.