First, we connect with you — we get to know you, your goals, and your personal vision for the future. This allows us to create a strategic plan that perfectly balances risk and reward to get you where you want to go. It’s a living document we fine-tune together, anticipating life’s milestones and focusing on where your wealth is going.
Next, we act. Constantly monitoring your progress and the financial landscape, we pursue a disciplined investment strategy focused on keeping your assets safe, and taking advantage of just-right opportunities for protection and growth. Every move we make is informed by a sense of personal connection with you and your vision.
Working with us will help you think critically when times are good, take opportunities when times are challenging, and avoid timing traps. Along the way, we provide advice on cash management, retirement income, concentrated stock positions, lending needs, social security, healthcare — we’re in your corner for all the milestones life may bring your way.
How do you know you’ve got a good plan? When you can roll with the punches. We help you understand what’s happening with your portfolio, give you personalized perspectives on the market, and help you keep your eyes on the big picture. We make ourselves available to our clients — it’s just one more way we help them achieve their dreams.
We help you to understand the importance of being critical when times are good, opportunistic when times are challenging, and avoid trying to time the market.
Your life includes many experts, advisors, and stakeholders — from family to business and back again. Sometimes it can become overwhelming to sift through areas of complexity where disciplines and agendas overlap. Count on us to help you coordinate with your entire team, so all are on the same page regarding your financial success.
When you become a client, we connect with what matters to you. We know your life is connected to many others, from your spouse and children to grandchildren, nieces, nephews, you name it. We love to deliver calm, informed confidence. We’re always available to help you and your entire family understand your financial picture.
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
To view our relationship summary click here: Form CRS