info@stawealth.com 281-822-8800
Login
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.
Stay up-to-date on the latest news with this Coronavirus Resource Center as your go-to resource for commentary, news, and other resources.
Layoff Survival Guide, 8 Tips Helping You Better Protect Your Family in The Event of a Layoff
Register to receive our Free Weekly Report, featuring up-to-date Market Analysis from our Chief Investment Officer Luke Patterson and our Investment Management Leadership Team.
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.
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!
Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.
Learn moreDespite being funded with after-tax dollars, a Roth 401(k) account is not immune to taxes and potential penalties if you don’t know how rules regarding withdrawals work. Understanding the requirements will keep you from losing part of your retirement savings.
Learn moreTraders have two main options for their accounts: margin vs. cash. When deciding to choose a margin account vs. cash account, there are many factors to consider. In this TradingSim article, I’ll explain the difference between a margin vs. cash account. I’ll also write about how experienced day traders or people who are new to investing can choose the Read More
Learn more
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.
