Alessandro Ugge

Helping our clients achieve great wealth through superior market returns is wonderful, but never at the expense of doing the right thing for our clients or their families.

As a Certified Private Wealth Advisor® professional, and a Chartered Financial Consultant® professional, we lead with planning and pride ourselves on being advisors that are held to the highest ethical standard. We keep our practice and our team abreast of the latest wealth planning knowledge, tax changes, and potential regulatory changes. We are humbled by the trust of our clients and the meaningful relationships we have developed over the years. This is not a responsibility that we take lightly. We operate a boutique-like practice focusing on serving high net worth families with tax minimization strategies, gifting strategies, and wealth transfer planning. Our practice successfully marries all aspects of private wealth planning with business and exit planning, then layers in custom tailored investment management, commercial lending, and access to private banking services. We are committed to offering a white glove experience specifically tailored towards serving the high-net-worth families and business owners we serve. I am a graduate of the Texas A&M University in Commerce, where I graduated with an MBA as well as a professional certificate in financial planning from Texas A&M College Station. I am a 15 year veteran of the financial services industry. reach me at: augge@bokf.com *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors. *ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission. *Bank of Texas, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.