CapRock Wealth Employee Directory

CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients needs first, delivering objective and comprehensive servic... e and support. Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our team of professionals follow a very disciplined approach as we work with every client: Discovery We want to learn more about you, your family, any unique situations you may have, your priorities and goals, how you view risks, and discuss our investment process. Gather Your Important Documents We will have you provide your financial statements and other necessary documents to review and customize your plan. Evaluate and Customize Your Plan After we have completed our Discovery and have all relevant data, we will begin evaluating your unique situation and customize a plan for you and your family. Review and Implement We will meet to review your customized plan, answer any questions you may have and once all your questions are fully answered, we will implement your plan. Review Your Plan We will periodically review your plan, meeting via phone on a quarterly basis (or more often if needed) and in-office semi-annually thereafter. Contact our team for an initial consultation by calling us at (817) 484-9800. Our Financial Professionals provide investments and services through a Traditional Brokerage or Fee-Only basis. Fee based services are offered through LPL ...Read More