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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 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.

Why STA?

The STA Wealth Management team consists of CERTIFIED FINANCIAL PLANNERS™, investment specialists, CFAs, CPAs, investment analysts, estate planning specialists, and MBAs. Our goal is to both create and demonstrate value as your financial partner.

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.

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

Weekly Report – Is There a Commodities Supercycle Around the Corner?

INSIDE THIS EDITION:Is There a Commodities Supercycle Around the Corner? Despite some weakness in equity markets this week and a spike in the 10-year treasury that spooked investors, we have been closely watching upward price movements across commodity markets for weeks. Oil prices, for example, have risen approximately 30% this year on a pickup in Read More

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STA Weekly Report – Records are Everywhere, What Investors Should Do About It

INSIDE THIS EDITION:Records are Everywhere, What Investors Should Do About It As we approach the end of February, we are at a time for records. In Texas, low temperatures and in markets and the economy, both record highs and record lows. In this week’s commentary, we will review some of the records we are observing Read More

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2021 Income Tax Update Alert

Updated: February 24, 2021 Congratulations! If you are reading this, you survived the infamous year 2020 and have leveled up to 2021.  2020 will bring a whole new meaning to the infamous phrase, “Hindsight is 2020.”  We sincerely hope that this New Year proves to be a wonderful and safe year for everyone. We experienced 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!

Houston Headquarters

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

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.