Alex Armstrong, CFP®
Founding Partner
As a Founding Partner of Cleros Wealth Partners, Alex brings more than 25 years of wealth management experience and a deep commitment to building lasting client relationships. He played an important role in establishing Cleros as an independent firm, creating an opportunity to serve families with greater flexibility, personalized attention, and access to a broader range of wealth management solutions.
At Cleros, Alex focuses on client relationship management, business development, and asset allocation. His approach is grounded in understanding each family’s priorities, helping clients navigate important financial decisions, and building relationships that extend beyond investment management. He believes that meaningful wealth management begins with knowing the people behind the wealth and understanding what matters most to them.
Before co-founding Cleros, Alex served as a Senior Vice President and Financial Advisor at UBS Financial Services, where he worked closely with clients to develop strategies aligned with their financial goals and long-term objectives.
Alex’s commitment to service extends beyond his professional responsibilities. He is active in his church and serves on the board of directors for the Lena Pope Foundation and other local community organizations, reflecting his longstanding dedication to the Fort Worth community.
Alex earned his Bachelor of Business Administration in Finance from Texas Tech University and holds the CERTIFIED FINANCIAL PLANNER® certification.
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.
