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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.
Our comprehensive financial planning services are shaped by key differentiators of independence, customization, and active risk management. We believe firmly in the importance of understanding trends and strategically planning rather than merely reacting to them, and in reflecting core values of trust, credibility, and transparency in all of our operations. At STA Wealth Management, the cornerstone of our portfolio management is principal preservation, income generation, and capital appreciation. Every investment approach is customized strategically to meet your unique financial needs and goals. Our dedicated team is comprised of highly specialized experts with the experience, expertise, industry knowledge, and technical skills you deserve.
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: U.S. Job Market Remains Strong with Firming Wage Growth Weekly Technical Comment How to Prepare Yourself for the Next Recession 401k Plan Manager America’s job market is hot. Job openings in July rose to a fresh record. According to the Job Openings and Labor Turnover Survey (JOLTS), the number of positions […]Learn more
September is National Life Insurance Awareness Month. While many Americans recognize that it is important to protect loved ones with life insurance, far too many lack adequate coverage. National Life Insurance Awareness Month is intended to prompt Americans to assess their life insurance needs. Any thoughtful and compromise financial plan will consider protecting your family […]Learn more
INSIDE THIS EDITION: A Note on Bond Performance in an Evolving Interest Rate Environment Weekly Technical Comment September is Life Insurance Awareness Month! 401k Plan Manager Like many investors across the country, you have probably noticed an increased level of unrealized losses in your bond portfolios. These losses have taken their toll on overall portfolio […]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!
281.822.8800 (HOUSTON AREA)
800 Town & Country Boulevard, Suite 410
Houston, TX 77024
For directions to our offices, click here.