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Areas of Focus

A Comprehensive Understanding

Depending upon your unique situation and preferences, our team takes the time to listen and fully understand your needs and the key areas to instrumental in meeting them.

  • Investment Planning
  • Charitable Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Education Planning
  • Business Succession Planning
  • Insurance/Risk Management
  • Asset Protection Planning
  • Employers Benefits Planning

Specialized Planning Services

We believe that our diverse clients benefit from collective and collaborative expertise, as well as our in-depth proficiency in tailoring financial plans for a wide range of individuals, families, and businesses. We know the complex challenges that owners and specialized professionals such as physicians face in their financial operations. STA Wealth Management offers specialized services for segments of our clientele.

  • Executives
  • Business Owners
  • Retirees and those preparing for retirement
  • High-Net Worth Individuals and Families
  • Physicians

Customized Plans

The cornerstone of our process at STA Wealth Management is the development of a comprehensive, specialized financial and investment road map that guides you, your family, or your business from where you are today to where you want to be in the years ahead.

We review your objectives and goals, which provide a foundation on which to build.
Whether you already have clearly defined objectives establishes, or are in the earlier stages of exploration, clarification, and expansion, we take the time needed to understand and help you clarify where you want to go.

We examine various models to evaluate gaps between where you are presently, and where you want to be in the future.
In-depth reviews of the most appropriate solutions close these gaps, and yield recommendations of the best options for your financial objectives.

We implement the right solutions, and provide ongoing monitoring to help ensure that you remain on-track for what you’re seeking to achieve.
We communicate regularly with you to review your plan and portfolio, and to proactively recommend any advisable or required tactical changes.

Contact STA

Thank you for your interest in STA Wealth Management!

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!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024



Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478



Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380




For directions to our Houston office, click here.