Our Services

Caprock Wealth Advisors provides integrated wealth planning to clients who value guidance, in a caring environment with an insightful voice. By providing clarity, our clients feel confident about their future through a process we call The Capstone FORMula.

Who We Are

Who We Are

Caring & Knowledgeable

What We Do

What We Do

Provide Clarity & Confidence

Our Process

Our Process

Customized & Adaptable

We're here for you!

Our firm works directly with successful families, small and mid-sized business owners, and executives in working toward financial independence through time-tested wealth management strategies.

Contact Us

Helpful content

Curated articles, videos, and more for a financially savvier you.

<p>5 Smart Investing Strategies</p>

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
Learn More
<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More
<p>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
Learn More

More information you can use

What our team has to say:

Joe Brownback, CFP, CPFA

VP of Operations, Retirement Plan Specialist

joe.brownback@caprockwa.com

Heather Bridges

Vice President, Licensed Administrative Assistant, Insurance Specialist

Heather.Bridges@caprockwa.com

Tonya Carlisle

Executive Administrative Assistant, Office Manager

Tonya.Carlisle@caprockwa.com

Melissa Shanhouse

Vice President, Business Development, and Wealth Advisor

Melissa.Shanhouse@caprockwa.com

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