General Info

Source Rock Capital Management is an investment advisory firm that provides wealth management and financial planning services for successful individuals and families, primarily in the oil and gas industry. The firm also provides retirement plan consulting services for businesses. We help individuals and families plan for life events, be it education funding, retirement, risk management, final disposition of the estate, or any other specific goal. By going through the planning process, we are able to choose the appropriate financial products for our clients' specific needs, and we are able to formulate and execute our clients' plans.