Wealth Management San Jose
Our San Jose Wealth Managers help cultivate the success you’ve worked so hard to achieve.
And we do so anchored by our methodology of comprehensive alignment. We become immersed in who you are, embracing your vision for yourself and your family, and, ultimately, for your legacy.
Unlike other firms, we do not assign you a category or plan based on a risk profile or time horizon. We’re a steadfast ally that helps uncover and align a plan based on what is most important to you. Our San Jose Wealth Managers create a custom financial plan based on your vision.
Complex Wealth Management
Wealth can be as complex as a corporation for some clients, with business entities, real estate and other assets, charitable organizations, taxable/tax-exempt status, cash flow and liquidity concerns, multiple generations of stakeholders, and various advisors.
The Caprock team’s depth of experience, diversity of backgrounds, and unmatched in-house expertise are all tailored to manage the complex needs of ultra-high-net-worth clients. As a family advocate and a single point of contact for daily administration, we assist in bringing order to what might occasionally seem like chaos.
We have created a process over years of working with large, complex families that is comparable to the connection between a CEO, CFO, and CIO in the business world.
Investing capital in private markets is at the core of our focus and expertise, and we’ve been doing it successfully for over 15 years. We believe the ability to effectively allocate capital beyond traditional public markets (equity and fixed income) is central to successful portfolio outcomes.
Non-public markets are often less efficient and regularly yield superior valuations, risk profiles, and tax efficiency than public market investments. It’s an area that is difficult for most advisors to get right, but Caprock is uniquely equipped to conduct due diligence, create access, and negotiate preferential terms for our clients (fees, minimums, liquidity provisions).
We work with clients across the “impact continuum,” from those who are deeply committed to a portfolio 100% invested through an impact lens, to those whose families are genuinely interested but have not yet deployed capital or defined their mission. We meet with families where they are today and work with them to develop a strategy that aligns with their values and vision.
Who We Serve
We are proud to serve as financial partners for high-net-worth individuals and their families with diverse needs, including:
Founders and executives who have built and/or exited private companies.
General partners and fund managers from the venture capital, private equity, real estate, and public equity sectors.
Pioneering Impact Investors
Innovators helping shape the industry.
Current and future Hall of Fame athletes.
HIGH PROFILE BUSINESS AND GOVERNMENT LEADERS
Fortune 50 senior executives, public company board members, members of U.S. Congress, the Federal Reserve Board of Directors, and Governors.
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