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March 2020 Newsletter

Expanding our Team

We are pleased to announce the expansion of our wealth  management associate team in the first quarter of 2020 and believe they will each play an important role in enhancing our firm’s continued commitment to our clients’ success! 

We would like to welcome to Braxton Bartlett, Mercy Dickey, Liz Crystal and Kaitlin Fossen. 

Braxton Bartlett

Wealth Management Associate

Mercy Dickey

Wealth Management Associate

Liz Crystal

Wealth Management Associate

Kaitlin Fossen

Wealth Management Associate


Helpful Resources

Browse some of our newest Articles on Financial Planning Goals in 2020, Top 3 Market Surprises in 2019, Snapshot of Global Asset Class Performance and Snapshot of Global Asset Class Performance. 

Listen to our the STA Money Hour Podcast. Luke Patterson and Michael Smith host an educational and informative show focused on helping listeners build and maintain their personal wealth.

IMPORTANT DISCLOSURE INFORMATION

Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by STA Wealth Management, LLC (“STA”), or any non-investment related services, will be profitable, equal any  historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  STA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from STA.  Please remember that it remains your responsibility to advise STA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or  if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

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.