The STA Wealth Management team consists of CERTIFIED FINANCIAL PLANNERS™, investment specialists, CPAs, investment analysts, estate planning specialists, and MBAs. Our goal is to both create and demonstrate value as your financial partner.
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.
With STA Wealth Management, you can expect:
We work with honesty and integrity, so that you always know what we can and can’t do, and what fees can be expected for a particular product or service.
Trust is essential in a solid and productive client-to-professional relationship, and our goal is to continually build on that foundation while maintaining a steadfast focus on your goals.
We deliver quick, accurate answers to your questions, comments, and concerns, and take individual responsibility for addressing your needs with the urgency and professionalism due a valued client.
We understand that strong working relationships require time, open communication, and commitment, and our objective is to create a long-term partnership with you and your family or organization across market cycles and generations.
As communication is a two-way experience, we encourage you to keep us informed regarding changes in your lifestyle, goals, or expectations that could affect your portfolio.
We offer individualized attention to each and every client, but also provide a full team of investment, planning, and service professionals to address your requirements.
Whatever your needs, you don’t have to hope that a single advisor assigned to your account knows enough to simply get by—rather, an experienced and specialized team member is available to assist you in a professional and responsive manner. By bringing together the best people with diverse backgrounds and a shared mission, we simplify your financial life and give you superior customer service.
We furnish continually updated portfolio performance updates across all of your accounts, individually, or as a household or company.
Our system enables you to track your portfolio asset allocation and performance, as well as view a detailed bond analysis that keeps you updated on all of your investments. You should be able enjoy privacy and security while having full access to your accounts, and STA Wealth Management is here to provide them.