Empowering Your Financial Future Today

Tailored financial planning for ultra-high-net-worth individuals and families.

Trusted by elite investors worldwide

★★★★★

Financial Planning Services

We provide tailored financial planning and investment strategies for ultra-high-net-worth clients.

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grey and black pen on calendar book
Investment Management

Expert guidance for managing and growing your investment portfolio effectively and efficiently.

Business Consulting

Strategic advice to help agents and investors achieve successful business outcomes.

Wealth Preservation

Strategies designed to protect and preserve your wealth for future generations.

Your Trusted Financial Partner

Caprock Property Group specializes in providing financial planning and investment services for ultra-high-net-worth clients, ensuring their financial success through personalized strategies and expert guidance.

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150+

15

Client Satisfaction Guaranteed

Proven Results

Caprock Property Group transformed my financial future with their expert planning and investment strategies. Highly recommended!

John Doe

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a coin sitting on top of a reflective surface
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person using MacBook pro

★★★★★

Get In Touch With Us

Contact Caprock Property Group for expert financial planning and investment services tailored to ultra-high-net-worth clients. We're here to assist you.

Contact Us

(970) 697-0361

Email

info@caprockpropertygroup.com

Visit Us

ONE RICHMOND SQUARE, STE 125B, PROVIDENCE, RI 02906