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!
Headlines 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 more
Investopedia’s Affluent Millennial Investing Survey has revealed that nearly half of affluent millennials say they’ll be forced to work beyond retirement age, yet nearly all said their personal or family financial situation will improve over the next decade, making them more optimistic than both their Gen X and Gen Z counterparts.Learn more
Have you ever worried if you’ll run out of money? Can you imagine a point where you might wonder how you might bring in that next dollar? Are you thinking you might have to cut expenses in order to stay afloat? Who do these anxieties describe? An entrepreneur? A retiree? Trick question! It’s both!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!