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
How can I start an IRA for my child?

The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until retirement, since it provides tax-free withdrawals if you wait to withdraw funds until after age 59.5.

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The New York Times
How do I roll over a Simple IRA to a Roth IRA?

If you leave your job and a Simple IRA behind, you have the option to roll over the Simple IRA balance to a Traditional IRA, another Simple IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.

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The New York Times
What is a convertible insurance policy?

A convertible insurance policy is a term usually related to life insurance. To understand a convertible policy, you must first understand term and universal policies.

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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.