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.
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Layoff Survival Guide, 8 Tips Helping You Better Protect Your Family in The Event of a Layoff
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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.
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!
The Stretch IRA (individual retirement account) was a popular tax strategy. The strategy benefitted wealthy people who wanted to leave their robust retirement accounts to their heirs. However, there are alternatives to the retirement account that can benefit investors.
Learn moreOnline stock brokers offer two types of accounts: cash accounts and margin accounts. Both allow you to buy and sell investments, but margin accounts also lend you money for investing and come with special features for advanced investors, like short selling. We’ll tell you what you need to know about brokerage cash accounts and margin Read More
Learn moreWe have $190,000 in retirement savings and want to use the COVID-related distribution rules to pay off $40,000 in debt — should we?
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CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024
281.822.8800
Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478
281.652.5303
21 Waterway Avenue, Suite 300
The Woodlands, TX 77380
281.822.8800
For directions to our Houston office, click here.
