The Firm
At Position Wealth, we keep things simple: We’re focused on positioning you for financial independence. Our handpicked team, vision for the future, and wealth of experience have made us exactly what we are today.
LET’S MAKE A PLAN 
Team
MEET THE TEAM
We’re here to make ourselves available to you. Get to know us, and let us show you first-hand what we can do.
Mission
OUR MISSION & VISION
Your financial well-being is our passion. Every move we make is informed by a sense of personal connection with our clients.
History
JOIN THE EVOLUTION
We founded Position Wealth from a desire to serve as independent fiduciaries. Building trust and proving value is our highest calling.
Your Financial Well-Being is Our Passion.
Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a member of NYSE and SIPC. Through our relationship with Fidelity Institutional℠, 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.
