info@stawealth.com 281-822-8800
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info@stawealth.com 281-822-8800
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.
STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm applying a conservative, disciplined, different approach to investing. We take pride in the fact that we have client relationships well into their third generation. We believe that success isn’t measured only by figures and charts, but by the fiscal stability and growth of our clients, their families, and the continued professional development of our advisors and support team.
With a comprehensive and evolving suite of wealth management services, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values which include accountability, collaboration, gratitude, impact, and fun.
Register to receive our Free STA Weekly Report, featuring up to date Market Analysis and our 401k Plan Manager from Chief Investment Officer Luke Patterson and our Investment Committee. Don’t miss the Financial Planning Topic of the Week.
At STA we provide an abundance of resources to keep you educated, informed, and empowered. Our team delivers strategic financial insight on our weekday “STA Money Hour” radio program which airs on KPRC AM950 in Houston.
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.
Please select a wealth management service to learn more.
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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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 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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See how STA Wealth Management isn't just responding to what's happening in the financial world, but actually helping to shape it!
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 […]
Learn moreThe 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.
Learn moreHeadlines 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 […]
Learn moreWhether 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!
CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024
281.822.8800
Sugar Land Office
Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478
281.652.5303
Email
For directions to our Houston office, click here.
