Caprock

Financial Advising
Hours: Caprock is a multi-family office that provides full-service wealth advisory services to ultra-high-net-worth clients and foundations nationwide. Our dedicated team on Mercer Island develops customized portfolios and financial plans for clients throughout Greater Seattle and the Puget Sound. Our firm has deep experience and access to global private markets, including private equity, venture capital, real estate, and private credit. We offer conflict-free, value-aligned complex wealth management, diversified investing, and generational planning strategies. Caprock is also an industry thought leader in impact investing. Founded in 2005, Caprock is an SEC-registered investment advisor and a founding B-Corporation.

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1. Mercer Island, Washington