Still have questions? Get in touch with Brad:
We excel in working with individuals who are ready to entrust all their financial planning and investment management to a single, dedicated advisory team. We take pride in building strong, personal relationships with our clients, ensuring that your financial journey is as smooth and successful as possible
CapRock Wealth Management was created out of the idea that everyone has a different goal in life, and that everyone should have a tailored plan in order to accomplish what they want in life. I’ve encountered my share of poor financial advice over the years. There are plenty of financial salespeople who have conflicts of interest out there who rely on cookie-cutter approaches—giving you quick fixes or textbook solutions to make a fast profit. They’ll have you fill out a generic risk questionnaire and plug your numbers into a basic computer system, only to offer you the same advice they give to every client. But life doesn’t follow a template, and neither should your financial plan.
Our suite of technology platforms enable us to provide quality advice and service for clients located far away or unable to meet in person. Video calls, virtual meetings, intuitive planning tools and intelligent account opening processes ensure that our client experience is efficient yet seamless - no matter the distance!
Yes. We are fiduciaries 100% of the time and do not receive commissions for selling investment products. We are only paid by our clients for advice, and not paid by selling a product from institutions or insurance companies.
Yes. The Certified Financial Planner™ designation is the gold standard of financial planning certifications, indicating the highest levels of readiness and ethical standards.
Our clients’ funds are typically custodied with Charles Schwab as an independent custodian. For many clients, this provides reassurance and a system of checks and balances, as their money is not physically held by the same company who advises on how to invest it.
Clients have priority access at any time as well verbal approval authorization required prior to money transfers; written approval must also be granted when transferring funds externally. Our advisors are able to quickly adjust investments if needed, but will always consult our clients on such changes that impact previously discussed financial plans/strategies before executing them.
