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 In The News

Affluent millennials are economically optimistic, but afraid to invest

Investopedia’s Affluent Millennial Investing Survey has revealed that nearly half of affluent millennials say they’ll be forced to work beyond retirement age, yet nearly all said their personal or family financial situation will improve over the next decade, making them more optimistic than both their Gen X and Gen Z counterparts.

Learn more
The Moguldom Nation
The World’s Wealthiest Families Are Stockpiling Cash As Recession Fears Grow

Some of the world’s wealthiest families are stockpiling cash in anticipation of a full-blown recession that they believe will hit the U.S. economy by 2020, according to the UBS Global Family Office Report.

Learn more
Why You Should Treat Retirement Like A Startup Business

Have you ever worried if you’ll run out of money? Can you imagine a point where you might wonder how you might bring in that next dollar? Are you thinking you might have to cut expenses in order to stay afloat? Who do these anxieties describe? An entrepreneur? A retiree? Trick question! It’s both!

Learn more
AM 740 KTRH News Radio
Don’t let the Wall Street roller coaster catch you by surprise

Stay the course; don’t panic — that’s the general advice about your 401-K. But But be prepared for anything in the dog days of summer. Michael Smith at Houston’s STA Wealth Management says wild stock swings, like we saw last week, won’t catch a disciplined investor off guard.

Learn more
Deciding the right time to downsize your home

Have too much home? It may be time to downsize. But when do you know it’s a good time to make the move? While the decision is never easy, there are times where it may save you stress and money to relocate to a smaller home.

Learn more
12 Reasons Why RIA Firms Switch from Salesforce to Wealthbox CRM

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.” —Rachel Daniels, STA Wealth

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




For directions to our Houston office, click here.