Caprock, Mercer Island, WA 98040, Multi family office in Seattle, Wealth advisor

Caprock

Multi family office in Seattle, Wealth advisor

7525 Southeast 24th Street, Suite 640
98040 Mercer Island, WA
US

Phone: (206) 691-1900

Website: https://caprock.com/about/locations/wealth-management-seattle/

Business Email: [email protected]

Hours: Monday - Friday: 8 AM–5 PM, Saturday -Sunday: Closed

Description: 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.

Unlock the expertise and access of our private wealth management team in Seattle.

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’s team of Seattle registered investment advisors (RIA) offers 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 city and the 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.

Our Seattle Multi-Family Office is proud to provide family office and wealth management services for a select group of ultra-high-net-worth individuals and their families with diverse needs.

Toll Free number: 866-311-5292

LinkedIn: https://www.linkedin.com/company/caprock-alignedwealth

Slogan: Aligned wealth