STS Wealth Management, Inc.

Overview

STS Wealth Management, Inc. is an independent, owner-operated Registered Investment Adviser organized as a corporation that serves individual and family clients as well as some institutional relationships. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities, including annuity distribution. Its advisory fees are charged through a mix of percentage-of-assets, hourly engagements, and fixed-fee arrangements. STS does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices