Caprock Financial Group is a Financial Planner in Lubbock, TX. This privately owned multi-family office serves ultra-high-net-worth clients through personalized wealth management, financial planning, and private investments. The firm holds a 5.00 rating and provides services designed to align wealth with the specific goals and visions of the families they serve.
The firm operates as an independent multi-family office, managing entire balance sheets and providing strategic management of all assets to balance lifestyle and cash needs. Their approach includes access to six distinct public and private asset classes, including exclusive private investment opportunities. Since its establishment in 2005, the team has developed a due diligence framework for private investing and manager selection. Caprock focuses on creating custom portfolio allocations because they believe no two families are alike.
The office is located on 98th St in Lubbock. The business is situated near Milwaukee Avenue and 82nd Street, and is a short drive from Adrianne K Hamilton Park and Gary Ward Basin.
The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized for clear readability.
Caprock Financial Group provides intentional wealth management and bespoke investment strategies for clients in Lubbock.