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Our truly unique financial planning process is about far more than projections or specific solutions.

At STA Wealth Management, you’ll experience a different approach from other financial planning services. We firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions. Instead, your financial plan should be tailored to support and protect your financial future, and to fully realize objectives and goals as individualized as you are. Our thorough and in-depth approach encompasses understanding of your particular situation, and careful analysis of multiple complex options to identify and implement the right plan for you.

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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!


281.822.8800 (Houston area)


Houston Headquarters

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

For directions to our offices, click here.