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Who We Are

Since our founding in 2003 by experienced financial industry executives, STA Wealth Management has expanded its services from investment management to include private wealth management and financial planning.

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 nationwide 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.

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

Please select a quality to learn more.


We believe that capital preservation is the foundation of superior performance. By applying rigorous risk management disciplines, we focus on constructing diversified portfolios that limit downside risk while still capturing substantial upside returns.


Our portfolio management practice structures investments that conform to our distinct set of principles. The three-pillar investment approach takes comprehensive overview of macroeconomic, fundamental, and technical analysis, which allows us to maintain repeatable and sustainable performance.


Our comprehensive financial planning process sets us apart by providing you with a framework to understand 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!


281.822.8800 (Houston area)


Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.