At Position Wealth, financial well-being is our passion. We serve people who want to live in the present without fear of the future. Let us show you how it’s done.
Plan – Together, let’s build a comprehensive plan for your financial future.
Implement – We’ll put your plan in action, positioning you for financial independence.
Coach – Stay cool in the present, and confident of the future with our expert coaching.
Manage – Get advice on each income stream and investment opportunity along the way.
Coordinate – From attorneys to accountants and more, we help you keep everyone aligned.
Educate – Questions? We’re here to help you and your family understand your financial picture.
When you’re planning the ride of your life, we say go with people you feel good about. That’s why we make ourselves available to you, and show you first-hand what we can do.
Accounts are carried by National Financial Services LLC, a Fidelity broker-dealer and a member of NYSE and SIPC. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
Fidelity Investments is an independent company, unaffiliated with Position Wealth LLC (CRD # 325116/SEC#:801-127393). Investment advisory services are offered by Position Wealth LLC, an SEC Registered Investment Advisor (“RIA”) with its principal place of business in The Woodlands, Texas. Fidelity Investments is a service provider to Position Wealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 891731