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


Year-End Tax and Financial Planning Ideas Coronavirus / Election Edition
There is no question that 2020 has been a year that everyone just wants to put behind them and hope for a brighter 2021.  But before you start thinking about 2021, do not forget about your 2020 year-end tax and financial planning because there are still opportunities and strategies to consider, at least from a Read More
Learn more
STA Weekly Report – Third-Quarter Recap and What The Fourth-Quarter Could Bring
INSIDE THIS EDITION:Third-Quarter Recap and What The Fourth-Quarter Could BringYear-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Medicare Open Enrollment Begins October 15thCoronavirus / COVID-19 Resource Center The third quarter was marked by 2 steps forward and one step back with July and August seeing positive total returns for the Read More
Learn more
Medicare Open Enrollment Period Begins October 15th
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. Read More
Learn more
STA Weekly Report – Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?
INSIDE THIS EDITION:Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?Year-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Coronavirus / COVID-19 Resource Center A 60/40 portfolio is synonyms of a well-diversified portfolio that is composed of public traded stocks and bonds. As indicated by the name, the Read More
Learn more
Year-End Tax Planning Checklist – 2020
What are appropriate checklists for year-end tax planning? From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax-related articles (summarized here). In August this year, we also published our Top 10 Tax Planning Ideas for 2020.  The tax Read More
Learn more
Is ESG Investing Another Bull-Market Craze or Here to Stay?
The environmental, social and governance (ESG) investing craze has become an ethical gold rush on Wall Street, as investors are attracted by the allure of earning higher returns while investing in “good” companies that occupy the moral high ground. Asset growth into ESG strategies has surged in 2020, as virtue signaling has gone mainstream. It’s Read More
Learn more

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.