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Cape Rock Private Wealth

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United States

Founded in

2021 (4 Years)

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Get to know Cape Rock Private Wealth

Founded in 2011, Cape Rock Private Wealth is a boutique financial advisory firm that provides comprehensive wealth management services to high-net-worth individuals, families, and trusts. The company operates on a conflict-free, fee-based model, emphasizing independent and objective advice. Their core services include holistic financial planning, investment management (both local and offshore), and fiduciary services like estate planning and trust administration.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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