At STA Wealth we want to help. We believe it is a good time to review your retirement plan to make sure that you have fully considered your goals and reviewed the important issues that retirees face.
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Our highly specialized expert team of more than 20 seasoned executives, skilled advisors, and supporting staff are based in the CityCentre commercial and professional district of Houston, Texas, and share a steadfast dedication to serving our diverse worldwide client base. We seek to manage risk and optimize financial futures through proactive independent and proprietary research, strategic planning, and personal connection and collaboration. Relationships with trusted names like Fidelity Investments and Charles Schwab demonstrate our commitment to sound solutions centered on you, your family, and your business.
we don’t simply provide active portfolio management, but rather develop customized investment strategies targeting your unique requirements, preferences, and challenges. Our comprehensive suite of solutions features offerings as diverse as the individuals and organizations we serve, delivered with hands-on guidance driven by decades of proven success.
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Our truly unique financial planning process is about far more than projections or specific solutions. We believe that the most important focus should be on your individual goals, visions, and objectives, and we partner with you personally to customize a tailored management plan for both securing and supplementing your financial future.Learn More
Successful investment is simple enough in theory: maximizing return while minimizing risk … However, at STA Wealth Management we know that in practice it’s much more complicated—and that’s why we’ve assembled people and processes that put decades of proven experience at your disposal, to build and manage a portfolio that’s uniquely your own.Learn More
Insurance isn’t just a safety net for the unexpected or catastrophic—it can be a constructive tool for creating stability and confidence as you move through life. STA’s demonstrated expertise helps you leverage the power of insurance to provide protection and freedom.Learn More
See how STA Wealth Management isn't just responding to what's happening in the financial world, but actually helping to shape it!
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
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
“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 WealthLearn more
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!