CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our team of professionals follow a very disciplined approach as we work with every client:
Contact our team for an initial consultation by calling us at 817-484-9800.
Our Financial Professionals provide investments and services through a Traditional Brokerage or Fee-Only basis. Fee based services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Our company is based on the principle that education and understanding of your current financial situation is vital to confidently make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, give us a call at 817-484-9800.