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Your financial well-being is our passion. Every move we make is informed by a sense of personal connection with our clients.
We founded Position Wealth from a desire to serve as independent fiduciaries. Building trust and proving value is our highest calling.
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.