Capital Rock Wealth Management

Little Rock, Arkansas

Call (501) 830-5590 Visit website →

About

Capital Rock Wealth Management in Little Rock offers investment management, retirement planning, and tax strategy services founded on the principle that financial plans should be individualized rather than formulaic. Led by Brad, a CFP® professional with prior experience managing institutional assets, the firm operates on a fiduciary basis and conducts a discovery process that examines clients' goals, financial situation, and existing accounts before recommending customized portfolios and addressing tax efficiency. The firm accepts clients with no minimum asset requirements and provides ongoing advisory support, with Kate Price serving as Director of Operations to manage client relationships and operational execution.

Specialties

Investment Management Retirement Planning Tax Strategy

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-12PM, Saturday: Closed
SEC registered
No

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