Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alexander Ladage

Managing Director - Wealth Management
Financial Advisor
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
Endowment & Foundation Consultant (EFC)
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512-479-5287

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A graduate of the United States Military Academy at West Point and former Army Airborne Ranger, Alex has parlayed his leadership experience into a highly successful private banking and investment management career in Central Texas, where he leads one of the largest wealth management practices in the state.  Alex specifically manages the fiscal affairs for a select number of families, privately held businesses, and foundations.  Clients tap into his specialized experience on all things financial from investing to estate planning as well as credit and lending.  He worked for Merrill Lynch for 9 years and joined UBS in 2009. In Alex’s sixteen years in Austin, he has become involved in philanthropic endeavors, both donating considerable time and financial resources.  He currently sits on the Board of Ballet Austin where he serves on the management committee and just completed two years as the board president.  Alex is a member at large and former President of the West Point Society of Central Texas where he was the primary Austin liaison to the United States Military Academy.  In his free time he enjoys high altitude mountain climbing, traveling, cycling and playing racquetball.


Registered States:
AR, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, NC, NY, OR, PA, SC, TN, TX, VA, VT, WA


Jorge Andres Garcia Jr.

Director
Certified Exit Planning Advisor (CEPA®)
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512-479-5242

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Registered States:
CA, OK, TN, TX