Join the conversation and feel free to submit a question to our experts.Submit a question
Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.Subscribe
Read STA's Featured ArticlesRead More
With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
Please select a quality to learn more.
Risk Management is an important component of our financial planning and asset management process. We strive to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power and volatility.
Our financial planning and investment management processes are highly structured to ensure all factors facing investors are fully vetted and considered when selecting appropriate strategies.
Our comprehensive financial planning process sets us apart, and guides your portfolio to provide you with a framework for understanding the potential financial impact of important life decisions.
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!