A Fort Worth firm with the
capabilities of global institutions
We are based in Fort Worth and work like a boutique: a person you know answers the phone and you work directly with firm leaders. What sits behind that is institutional.
Client assets are held at Goldman Sachs Custody Solutions and our firm has strategic backing from Elevation Point. Elevation Point provides dedicated family office services with the institutional resources required to manage complexity.
Preserving wealth is only part of preserving a legacy.
Cleros is inspired by an old word for a portion, a share set aside and held for what comes after.
All of our clients built what they have with intention, and they want the same intention applied to what happens next, for the people and the generations it was built for.
Our Difference
If a family passes down its values and the reasoning behind its decisions, its wealth has a much better chance of lasting. That’s why we work with adult children and with teenagers, not just the person holding the assets today. And we document why each decision is made, not just what was decided, so the next generation inherits the thinking and strategy behind it.
Our firm was built from the ground up around client needs, with the independence to make decisions guided by our own convictions rather than the priorities of a parent company. We intentionally serve a select number of clients, preserving the direct access, personal accountability, and continuity that define a true partnership.
Charitable giving, family involvement, succession, investments aligned with purpose. Holding all of it in one view is what makes a family’s life better. Complexity arrives gradually: an entity here, a trust there, an account opened for a reason nobody remembers. We map what exists before proposing anything.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
