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Schedule Your Complimentary Financial Review

We look forward to visiting with you

Our philosophy is simple: Preserve capital and build long-term returns. We accomplish this by using a variety of investment strategies ranging from value oriented stock and bond portfolios, to managed accounts, to alternative investments for accredited investors.

During your meeting with us we will review your current situation and identify your specific needs and goals.

As you complete the form, think through your current situation and future goals with as much detail as possible. The more accurate information you provide, the better we will be able to prepare for you.

Again, thank you for your time. Someone from our office will be contacting you to schedule an appointment with one our Advisors.

The following form is a fully secured, 1024k bit encrypted page for the safety of your personal information. The information is kept strictly confidential and is only asked in order to help us serve you more efficiently. We DO NOT share or sell your information to any third party for any reason.


Information:

Occupation:

Comments:

DOB:

Primary Street:

Primary State:

Primary Zip:

Primary Country:

Spouse Information:

Spouse Full Name:

Spouse Employer:

Spouse Title:

Client Total Annual Income:

Spouse Total Annual Income:

Total Net Worth*:

Investable Net Worth*:

Brokerage Accounts Value:

Bank Savings Account:

Other Accounts Value:

House Value:

Mortgage Balance:

Life Insurance:

Long Term Care:

Estate Planning:

Disability Insurance:

College Savings:

Other:

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

Phone:

281.822.8800  

Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.