Cleros Wealth Partners Launches as Independent RIA

FORT WORTH, Texas, Nov. 4, 2026 /CourierPR/ -- Cleros Wealth Partners, a wealth management firm based in Fort Worth, Texas, has officially launched as an independently registered investment advisor (RIA) after operating under the UBS umbrella. The firm, which previously managed approximately $3.61 billion in assets under supervision at UBS, has now established itself as a distinct entity, offering comprehensive wealth management and financial planning services to high-net-worth families, prominent community-focused endowments, and foundations.

The founding partners of Cleros Wealth Partners are Kyle Kight, CFA®, Alex Armstrong, CFP, and Jamie Packer, CIMA®, CPWA®. These seasoned professionals have a combined history of over 50 years in the industry, with many of their clients having worked with the team for more than 20 years, and some relationships spanning over three decades. The team's expertise and deep-rooted connections in the Fort Worth community have driven their decision to pursue independence, allowing them to navigate the evolving landscape of investment and wealth management more effectively.

Alex Armstrong, another founding partner, emphasized the importance of staying true to the community and the mission of the firm.

Cleros Wealth Partners has already secured a strategic investment from Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms. Elevation Point provides capital, infrastructure, and back-office support to help Cleros Wealth Partners build on its already strong foundation. The firm's custodianship is managed by Goldman Sachs Custody Solutions.

The 11-member Cleros Wealth team includes Angie Bentley, Barbara Bodon, Tiffany Hayes, George Marlow, Cindy Molina, Marlie Thomas, Jennifer Watson, and Grace Wynne. Together, they provide a comprehensive suite of services, including client service, operations, and relationship management.

Cleros Wealth Partners is an independent RIA serving high-net-worth individuals, families, foundations, and endowments in the historic community of Fort Worth, Texas. The firm's team focuses on providing clients with the big-picture insights and comprehensive financial plans they, and their children and grandchildren, need to pursue their life goals. The firm embodies the unique heritage and deep-rooted values of Fort Worth and the surrounding Tarrant County. Many of the firm's clients have worked with the team for more than 20, or in some cases 30, years. To learn more, please visit cleros.com.