Join the conversation and feel free to submit a question to our experts.

Submit a question


Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950


Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.



Read STA's Featured Articles

Read More


STA Weekly Report – What Correction?
INSIDE THIS EDITION: What Correction? Should Bond Investors Take a Passive Approach? Weekly Technical Comment Upcoming Event: S-Corps are Still the Critical Tax Reduction Vehicle 401k Plan Manager What correction? Investors have a short memory. Last week the S&P 500 increased 4.4% and the Russell 2000 Index, featuring small cap stocks, increased 4.5%. It was Read More
Learn more
Upcoming Event – S-Corps Are Still the Critical Tax Reduction Vehicle
Are you a business owner trying to figure out the tax issues to optimize them for your situation?  Are you wondering if you need to or should restructure to take advantage of the New Tax Laws for Business Owners? STA Wealth has partnered up with ABIP CPAs and Selman Munson & Lerner Attorneys to bring Read More
Learn more
STA Weekly Report – Time to Get Smart
INSIDE THIS EDITION: Time to Get Smart Volatility Makes a Comeback Weekly Technical Comment Retirement Survival Guide 401k Plan Manager Last week was a doozy! The Dow fell 1,330 points or 5.1 percent. Smaller stocks did a little better as the Russell 2000 fell 4.5 percent. As is usual in a correction, every sector saw Read More
Learn more
STA Weekly Report – The End of Easy Money
INSIDE THIS EDITION: The End of Easy Money American Consumers Remain Bullish Weekly Technical Comment Portfolio Stress Test 401k Plan Manager While last week was a difficult week for stocks, yesterday major stock indexes lost more than all last week.  For context, last week the large stocks of the S&P 500 lost ground and fell Read More
Learn more
Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning In November of 2017, I wrote the article suggesting that it may be time for you to perform a “Portfolio Stress Test”.  Many of our newsletter readers were a little worried that the Bull Read More
Learn more
Protected: STA Wealth Management – Semi Annual START Private Client Report February 2018
There is no excerpt because this is a protected post.
Learn more

Contact STA

Thank you for your interest in STA Wealth Management,

and for exploring our website. 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 reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!


281.822.8800 (Houston area)


Houston Headquarters

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

For directions to our offices, click here.