Position Wealth

Position Wealth 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. 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 i

s 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. Position Wealth, LLC (CRD # 325116/SEC #:801-127393), is an SEC Registered Investment Advisor ("RIA") with its principal place of business in The Woodlands, Texas.

529 Day is a great time to learn more about how 529 plans can help with education savings. The IRS breaks down the basic...
05/29/2026

529 Day is a great time to learn more about how 529 plans can help with education savings. The IRS breaks down the basics and benefits here:

A list of questions and answers about 529 Plans.

What if hitting a million dollars didn’t actually feel like being wealthy? New data shows more people are reaching that ...
05/27/2026

What if hitting a million dollars didn’t actually feel like being wealthy? New data shows more people are reaching that milestone than ever… yet most still don’t feel secure. So what’s missing?

This video breaks down the surprising gap between having money and feeling confident about it—and why more wealth doesn’t always mean less stress. Take a minute to watch, it might change how you think about your own financial picture.

What if hitting a million dollars didn’t actually feel like being wealthy? New data shows more people are reaching that milestone than ever… yet most still don’t feel secure. So what’s missing? This video breaks down the surprising gap between having money and feeling confident...

Today we honor the heroes who are no longer with us. Their sacrifice is the foundation of the freedoms we hold dear.
05/25/2026

Today we honor the heroes who are no longer with us. Their sacrifice is the foundation of the freedoms we hold dear.

“Treat Yourself… the Right Way!” Check out our latest newsletter on how small, intentional “treats” can be morale boosts...
05/21/2026

“Treat Yourself… the Right Way!” Check out our latest newsletter on how small, intentional “treats” can be morale boosts, and why planning them matters more than impulse spending.

If personal finance were a sport, most of us would be in the post-game interview saying: “We need to execute better… and stop ordering takeout five times a week.”

: "Forget past mistakes. Forget failures. Forget everything except what you're going to do now and do it." –William Du...
05/18/2026

: "Forget past mistakes. Forget failures. Forget everything except what you're going to do now and do it." –William Durant

What is life insurance and how does it work? This article takes a look…
05/15/2026

What is life insurance and how does it work? This article takes a look…

Learn how life insurance protects your family, covers debts and supports your financial future. A simple guide to choosing the right policy.

Estate planning isn't just for the wealthy. Learn how to save on legal fees and create a solid plan without breaking the...
05/12/2026

Estate planning isn't just for the wealthy. Learn how to save on legal fees and create a solid plan without breaking the bank in this article...

Here's how average Americans can save money on estate plans and related attorney fees.

Wishing a warm and heartfelt Mother’s Day to all who nurture, support, and care for others. We hope today brings you joy...
05/10/2026

Wishing a warm and heartfelt Mother’s Day to all who nurture, support, and care for others. We hope today brings you joy and appreciation.

Managing your money is a lot like managing a sports team—success comes from strategy, discipline, and knowing each piece...
05/07/2026

Managing your money is a lot like managing a sports team—success comes from strategy, discipline, and knowing each piece plays a role. Our latest newsletter piece is a great reminder that long-term wins beat chasing quick gains.

“Treat yourself” used to mean something rare—like a once-a-year steak dinner or full day spa treatment. Now it shows up in everyday moments—and honestly, that’s not a bad upgrade.

Address

2001 Timberloch Place, Suite 500
The Woodlands, TX
77380

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 3pm

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