Financial Advisor | Financial Planning

Building Bridges to the Future

It's not just a strategy. It's personal.

We know life brings peaks, valleys and plenty other forces that seek to distract and move you off track from the journey to financial independence. Our process aligns our team’s knowledge and experience with your personal desires and financial resources. We believe our financial planning process is the missing piece in the bridge that will stabilize your path to financial independence.

Let’s Talk

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

Caring & Knowledgeable

What We Do

Provide Clarity & Confidence

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.

Learn more

More information you can use

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Learn More

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Learn More

What our team has to say:

"Managing your wealth is a lot like climbing Mount Everest. Reaching the top requires one set of strategies. Returning to the bottom successfully requires another set of strategies."

"When it comes to your money and taxes, it's not always how much you make, but how much you get to keep."

"Investing is a marathon, not a sprint."

"When dealing with your finances, sometimes there are not black and white answers. In those cases, the best decision you can make is the one that helps you sleep best at night."

Have a Question?

Name

Email

Address

Question

Thank you!

Oops!

Building Bridges to the Future

Our Services

Who We Are

What We Do

Our Process

We're here for you!

Helpful content

More information you can use

Preparation is the Key to Retirement

Retirement Accounts When You Change Your Job

Timing Your Retirement

What our team has to say:

"Managing your wealth is a lot like climbing Mount Everest. Reaching the top requires one set of strategies. Returning to the bottom successfully requires another set of strategies."

"When it comes to your money and taxes, it's not always how much you make, but how much you get to keep."

"Investing is a marathon, not a sprint."

"When dealing with your finances, sometimes there are not black and white answers. In those cases, the best decision you can make is the one that helps you sleep best at night."

Christian Bridges, AAMS, CPFA

Joe Brownback, CFP®, CFA, CPFA

Heather Bridges

Tonya Carlisle

Daniel Watkins

Have a Question?