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>A Penny Saved is Two Pennies Earned</p>

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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<p>Are Alternative Investments Right for You?</p>

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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<p>Who Is Your Trusted Contact?</p>

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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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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