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>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


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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