Aligned wealth.
Wealth brings complications — and options.
Caprock delivers clarity while unlocking highly desirable opportunities.
Your wealth fully aligned
with your vision.
Your wealth fully aligned with your vision.
To us, alignment is as much about the industry standards we reject as it is about our unwavering commitment to your desires. It’s a notion of being purposeful, interwoven with the idea of being completely in tune with growing your wealth and protecting your legacy through exclusive, curated opportunities. We go beyond investment execution. We manage your entire balance sheet and holistically orient ourselves to every facet of your life.
Bespoke Approach
We bring congruency to complex wealth. Our approach transcends the execution of investments and focuses on strategic management of all your assets - providing deliberate balancing of lifestyle and cash needs, while delivering your full financial picture in one report.
Exclusive Access
We empower rare opportunities. You gain access to our complete investment arsenal across six distinct public and private asset classes, including some of the most exclusive private investment opportunities ranging from top-of-mind future unicorns to under-the-radar non-public investments.
Bespoke Approach
We bring congruency to complex wealth. Our approach transcends the execution of investments and focuses on strategic management of all your assets – providing deliberate balancing of lifestyle and cash needs, while delivering your full financial picture in one report.
Exclusive Access
We empower rare opportunities. You gain access to our complete investment arsenal across six distinct public and private asset classes, including some of the most exclusive private investment opportunities ranging from top-of-mind future unicorns to under-the-radar non-public investments.
Exceptional Talent
We are not traditional advisors. We employ experts from diverse industries to form a powerful team with deep expertise across the full spectrum of financial management, asset classes, and client services.
“Caprock takes the big picture and synthesizes it all together for our family in a way we didn’t see other advisors and groups doing. All of this is a process of evolution day in and day out, we just feel like we’ve got someone watching out for us.”
Mike M., Successful Business Leader [Caprock client]