How We Work

How We Work

CapRock Wealth Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives. 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. While working in a fiduciary capacity, we strive to put our clients’ needs first, delivering objective and comprehensive service and support.

Our team of advisors follow a process driven approach to financial planning and wealth management. We have created The Capstone FORMula, which allows us to focus specifically on our clients’ Family, Occupational Pursuits, Recreational Activities and the Money required to accomplish all of life’s goals.

We recognize that financial situations change over time and we maintain that by following a process, we are not only able to react to Critical Financial and Life Events, but we seek to assure that we can prepare for them.

Whether you are planning for retirement, selling a business, receiving an inheritance, buying a second property or pro-actively planning for your legacy, our team’s resources, experience and specialties take the many pieces of your family’s financial plan and help organize them into a clear path for financial independence.

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Meet Our Team

Tyler, TX