STA WEALTH Management

Retirement Toolbox

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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Insights.

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About Us

Who is STA?

Since our founding in 2008 by experienced financial industry executives, STA Wealth Management has expanded its services from investment management to also include private wealth and financial planning.

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.

Wealth Management

STA Wealth Management has built a solid reputation for applying a conservative, disciplined approach to our clients’ financial needs that’s also very different:

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.

Please select a wealth management service to learn more.

Planning.

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.

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Investing.

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.

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Insurance.

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.

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Private Funds.

For more information about private funds contact us.

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Featured Articles

See how STA Wealth Management isn't just responding to what's happening in the financial world, but actually helping to shape it!

The New York Times
5 Smart Tips for Financing Your Small Business

When thinking about financing a small business most people automatically think of bank loans, but that’s just one option. These days, there are a variety of possibilities available for funding your business. If you’re in a similar situation as described by Eric Goldschein, where you’re growing your business out of a coworking space, or even your […]

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The New York Times
Stretch IRA? Four possible alternatives

The stretch IRA may soon disappear, if legislation before Congress gets the green light, but retirement account owners looking to lower the tax bill for their future heirs need not despair. A handful of estate planning strategies still exist that can potentially help families maximize their financial legacy.

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The New York Times
16 Reasons You Don’t Need To Panic About the Next Recession

Headlines have been swirling in recent weeks about an upcoming U.S. recession, leaving many people in a panic. The Great Recession of 2008 had a major impact on income due to slower economic growth; caused a drop in home values and stock values, which really hurt people who were depending on these investments for their retirement; and […]

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Webinars

Check out the schedule for upcoming webinar sessions sponsored by STA Wealth Management, and reserve your spot today!

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Reserve your spot today!

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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.