Cape Rock Private Wealth was founded in 2021 by Justin Martini, who has been working closely with business owners since 2005 as their trusted financial advisor. Justin has deep experience in private sales and asset liquidations, helping owners transfer their companies to family members or employees. A Certified Exit Planning Advisor, Justin earned this credential specifically to help business owners maximize their enterprise value through a future liquidity event.
Justin is a Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and an Investment Advisor Representative of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.
Cape Rock Private Wealth is an independent firm, created to help successful people and their families do more with their financial lives by following a comprehensive plan designed to fulfill their personal values as they pursue their life’s goals.
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. We partner with industry leaders to provide our clients with high quality services and investment solutions.
To safeguard our clients’ assets, we’ve chosen Charles Schwab as custodian because of their size and reputation as a cost-conscious provider.
Offering objective advice and customized financial planning, Cape Rock Private Wealth provides personal service and attention backed by institutional resources.
Visit our website www.caperockprivatewealth.com to learn more.
Please see www.caperockprivatewealth.co for important related disclaimer.
We are Registered Representatives of Sanctuary Securities, Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC., an SEC Registered Investment Adviser.
Company Details
Cape Rock Private Wealth Questions
Cape Rock Private Wealth's website is http://www.caperockprivatewealth.com
Cape Rock Private Wealth's LinkedIn profile is https://www.linkedin.com/company/caperockprivatewealth
Cape Rock Private Wealth has
3 employees.
View email and phone details for 3
employees at Cape Rock Private Wealth.
Cape Rock Private Wealth's industry is
Financial Services
Cape Rock Private Wealth's top competitors are
Mercer Wealth Management Group,
Pacha Nyc,
Webitech Solutions,
Webign Developers,
Prep Expert,
Crown Acquisition Technologies,
Intecalic,
Captiva Ai,
V1 Ventures,
Morton Brown Family Wealth.
Cape Rock Private Wealth's categories are Financial Services
Cape Rock Private Wealth's founding year is 2021
