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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:Is the Fed Policy Framework Working?Key Estate and Income Tax Planning Takeaways from “Blue Wave” Democratic VictoryCoronavirus / COVID-19 Resource Center On Thursday, January 14, 2021, Federal Reserve Chairman Jerome Powell held an online discussion open to the public with Markus Brunnermeier who is the director of the Bendheim Center for Finance at Read MoreLearn more
As we discussed many times heading into the election, there were many differences between the Tax Plans and Policy Proposals of Donald Trump and Joe Biden. Even after the election, there was stimulus relief, (including changes related to small business owners and the tax-deductibility of PPP loan proceeds). but that will continue into 2021 along Read MoreLearn more
INSIDE THIS EDITION:2020 Market Recap. Some Thoughts on Markets and Inflation for 2021Coronavirus / COVID-19 Resource Center For this week, we will provide a brief recap of 2020 and then get into a high-level discussion of what we expect for 2021 across major asset classes including stocks and bonds, as well as our thoughts on Read MoreLearn more