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.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.
Learn More
5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
Learn More
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

More information you can use

What our team has to say:

Joe Brownback, CFP®, CFA, CPFA

Vice President, Financial Planning & Investments

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

Have a Question?

Thank you!
Oops!