Position Wealth Information

We founded Position Wealth to deliver something priceless to our clients — calm, informed financial confidence. Here, you are the most important aspect of our business. Your needs drive us each and every day. Your agenda is our only agenda, always. 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 get 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. Position Wealth LLC (CRD#325116/SEC#801-127393) is a registered investment advisor (“RIA”) with its principal place of business in The Woodlands, TX. Position Wealth LLC might also operate under a trade name or DBA of Position Wealth.