Wealth Management Seattle
7525 Southeast 24th Street, Suite 640, Mercer Island, WA 98040
T: 206-691-1900
Our Seattle wealth advisors help cultivate the success you’ve worked so hard to achieve.
The dedicated team of investment advisors at our Seattle multi-family office brings an unparalleled range of experience to ultra-high-net-worth clients throughout Greater Seattle and the Puget Sound from our office on Mercer Island.
Contact Our Seattle Multi-Family Office
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Unlock our private wealth management and investment access.
Substantial wealth comes with unique complexity. It doesn’t fit neatly into
model investment portfolios and standardized financial plans. Unlike retail financial advisory firms, Caprock’s Seattle wealth advisors won’t assign you a category or plan based on risk profiles or time horizons.
Caprock is a registered investment advisors (RIA) in Seattle offering a higher level of wealth management based on what’s most important to you. You will have a team that fully understands the complexities of your wealth while being completely in tune with your family’s vision and needs. Our Seattle multi-family office services bring high-net-worth clients throughout the Puget Sound and Pacific Northwest incredible access to public investing and highly sought-after private investment opportunities, including impact investing options that align with your values and goals.
Who Our Seattle Multi-Family Office Serves
We are proud to provide family office services for a select group of ultra-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 venture capital, private equity, real estate, and public equity sectors.
Families and foundations focused on innovative solutions to environmental
and social impact.
Professional athletes and high-profile entertainers.
Fourtune 50 senior executives, public company board members, members of the U.S. Congress, the Federal Reserve, and Governors.
Multi-generational families with multiple entities and legacy planning needs.
Awards & Recognitions
We are proud to serve Washington’s high-net-worth individuals and families through our award-winning multi-family office.
Barron’s Top 100 RIA Firms
2022 • 2023 • 2024 • 2025
Financial Advisor Magazine America’s Top RIA Firms Annual Survey
2023 • 2024 • 2025 • 2026
Wealth Solutions Report Exemplar Awards Family Office of the Year
2024
USA Today Best Financial Advisory Firms
2024 • 2025 • 2026






