History & Evolution
We’ve spent our careers connecting with people, and helping them feel good about their financial picture. We know what it’s like to wonder, to worry, or to feel uncomfortable asking for help. We’re here for all of it. That’s why we’ve become Position Wealth.
A Firm for You
For us, financial services is simple. It’s all about you.
What do you care about today, and where do you want to go tomorrow?
Once we know, we take action. Together, we can create a strategic financial plan — one that’s fine-tuned to the right level of risk and reward for you. One that fuels your unique journey.
Time and again, we saw how hard it is for clients to fend off worry, and stick to the plan. To fully understand it, and to live it day by day. To tune out all the noise and the hype, and stay focused. But time and again, we helped people do it. And we helped them get where they truly wanted to go.
Over the years, we realized building trust is our highest calling. Managing risk is our expertise. And strategic financial planning is our unique approach.
We knew we wanted to use each day to deliver something priceless to our clients — calm, informed financial confidence. We realized we were ready to evolve our financial services practice, doing whatever it took to connect with our clients, and put their needs first.
We were ready to found our own firm.
Position Wealth gives us the power to serve you as independent fiduciaries. It means our only agenda is your financial well-being. It means we hold your trust sacred. What’s more, it gives our team the chance to truly connect with you.
And in time, independence will allow us to grow our services across more aspects of life’s financial journey — think estate planning, tax preparation, real estate needs and more.
And so, with Fidelity as our custodian, we’ve taken the very best leap of our careers. And we’ve done it to best serve our clients.
Independence matters to us. We think it matters to you, too.
We serve people who want to focus on life — and live it now — without undue fear for the future.
If you want to make a plan for financial independence, reach out and talk to us anytime.
We’d be glad to show you how it’s done.
— Danny & Cary
Co-Founders, Position Wealth
Your Financial Well-Being is Our Passion.
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
