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>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
<p>Acres of Diamonds</p>

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More
<p>How Retirement Spending Changes With Time</p>

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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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