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!
It’s hard for humans to admit to mistakes, but everyone makes them, especially when it comes to work. These can be rookie mistakes, business-building missteps or client headaches. We asked advisors across the country what mistakes they had made as an advisor, whether related to investing, practice management or anything financial. Many were willing to share […]Learn more
Saving and investing for retirement is probably the single most important issue for the clients of financial advisors, and outliving their retirement funds is a primary worry. Despite these priorities, however, mistakes are made, often before a client even hires an advisor or afterward, when the client fails to follow through on the advisor’s recommendation […]Learn more
In the search for fixed income, financial advisors are looking beyond bonds to alternatives — from the commonplace to the more arcane. Some view certificates of deposit as an alternative to individual bonds in the current environment.Learn 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!