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.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More
The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
Learn More
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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

Have a Question?

Thank you!
Oops!