invest@clearrockadvisors.com
512.735.0222
Clear Rock Advisors
Managing Wealth for Generations.
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We are clear in our mission of managing wealth for generations. Our personalized and complete wealth management services are derived from customized strategies our own families have used to manage multi-generational wealth.

Wealth Management Services

At Clear Rock, our clients are our extended family. We value listening and work closely with our clients to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and on-going management, we work diligently to provide sophisticate solutions with high touch client service. Our on-going management process includes regular updates and modifications to be a current and dynamic plan is in place. We also help clients navigate difficult financial crossroads including life transitions, business liquidations, and generational transfers.

Financial Planning

Portfolio Management

Financial Planning

We design holistic goals-based plans to evaluate our clients’ complete financial situation and implement personalized, integrated strategies to achieve our clients’ objectives.

Portfolio Management

Our disciplined, time-tested and personalized approach to portfolio management is designed and implemented to meet our clients’ specific needs and goals.

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Recent Works

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23000
Happy Clients
934
Branches Around
The World
1.4
Billion Dollars
Managed
6000
Cups Of Coffee

What Clients Say