Our Solutions

Our Work

Working in an open architecture environment gives Cape Rock Private Wealth the opportunity to work with an unlimited range of investment products and solutions from world class providers. I am able to partner with industry leaders to provide you with high quality services and investment solutions.

Our Custodian

To safeguard my clients’ assets, I’ve chosen Charles Schwab as custodian because of their size and reputation as a cost-conscious provider. Schwab, one of the country's nine systemically important financial institutions, leads the industry with over 3,500 independent advisors and administers $6.0 trillion in total client assets.

Our Platform

Cape Rock is part of the Sanctuary Wealth network, a platform for independent advisors that provides the technology and tools, as well as research and other support services, that allow me to customize my recommendations to align with your risk parameters and return targets.

Our Services

Backed by the institutional strength of our resource partners, I am able to offer valuable solutions, from financial planning to income analysis to exit strategies. All recommended solutions are based on your financial plan and integrated to provide for optimized outcomes.

Some of these services include, but are not limited to:

Financial planning
Retirement planning
Portfolio Management
Estate Planning
Charitable Giving
Liquidity Management
Succession strategies
Exit planning
Risk management
Tax Planning