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Who We Are

Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm.

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.

At STA Wealth Management, we define ourselves with three primary qualities:

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.

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



Sugar Land Office

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



Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380




For directions to our Houston office, click here.