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.

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Helpful content

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

<p>The Lowdown on Those Free Credit Scores</p>

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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<p>Universal Life Insurance</p>

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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<p>The Average American Budget</p>

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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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


Heather Bridges

Vice President, Licensed Administrative Assistant, Insurance Specialist


Tonya Carlisle

Executive Administrative Assistant, Office Manager


Melissa Shanhouse

Vice President, Business Development, and Wealth Advisor


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