OUR MISSION is to position you for financial independence, and to give you complete confidence. We do it by creating comprehensive financial plans that are fine-tuned to build and protect your financial well-being. We’re there to implement, manage, coach, coordinate, and educate all along the way. Building trust is our highest calling. Managing risk is our expertise. And strategic financial planning is our unique approach. That’s how we get you from point A to points beyond.
OUR VISION is to be the financial firm for people who want to live in the present without fear for the future. That’s why we’ve evolved to operate as an independent financial services firm that anticipates critical milestones along life’s journey, and always puts your needs first. Serving you as an extended family member, every move we make is informed by a sense of personal connection with our clients.
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