Dedicated wealth management for the exceptional few.
Where complex wealth meets skilled advisors.
Caprock delivers clarity while unlocking highly desirable opportunities.
Your wealth fully aligned
with your vision.
To us, intentional wealth management 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 aligned with growing your wealth and protecting your legacy through exclusive, curated opportunities. We go beyond investment execution to manage your entire balance sheet and holistically orient ourselves to every facet of your personal and financial life.
Bespoke Approach
We bring congruency to complex wealth. As a multi-family office, our approach to wealth management focuses on strategic management of all your assets—providing deliberate balancing of lifestyle and cash needs, while delivering your full financial picture in a single 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 wealth advisors. We employ people from diverse industries to form a powerful team with deep expertise across the full spectrum of financial management, private investment asset classes, and client services to provide you with a distinct multi-family office experience.
“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