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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: Valuation Update Across Equity MarketsWeekly Technical Comment|Weekly Snapshot of Global Asset Class Performance 401k Plan Manager From a price perspective, equity markets are generally at similar levels as they were a year ago. Back then, we were on the verge of downward pressure on global equities as uncertainty about trade and interest […]Learn more
INSIDE THIS EDITION: Will US Consumers Keep the Economy on Track? Weekly Snapshot of Global Asset Class Performance Caring for Aging Parents401k Plan Manager These dynamics also have investors wondering whether the US economy is a step closer to the next recession. The answer may largely depend on US consumers, whose spending power makes up […]Learn more
As many of you know, I enjoy providing helpful tips for our newsletter and website. I was on an AICPA Webinar hosted by Robert Keebler, CPA/PFS and he shared some great tax planning ideas for 2019. Given that the Tax Cuts and Jobs Act of 2017 has some sections that are permanent and some that are temporary, I […]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!