Beacon Rock Wealth Advisors, doing business as BR Capital, Inc., is a registered investment adviser in the State of Washington and Oregon. The firm helps clients build and preserve wealth through prudent investments, financial planning, and insurance services.
Services include financial planning, investment management, insurance, estate planning, retirement planning, and business planning. The firm's founder, Bill Roller, CFA, CFP®, CMT, started the practice in 2003 and registered it as an investment advisory firm on June 23, 2004. The firm's key provider is Fidelity Institutional Wealth Services.
Founders are also business owners, bringing practical business experience to investment decisions
Personal service and ongoing communication as top priorities
Registered investment adviser in Washington and Oregon
Key provider is Fidelity Institutional Wealth Services
Services
Financial Planning
Comprehensive financial planning for individuals, families, and businesses, including goal setting, risk tolerance assessment, and ongoing plan management.
Risk tolerance assessmentAsset class selectionTax minimizationOngoing plan review
Investment Management
Investment management services using a disciplined approach to select appropriate asset classes and investments to increase net worth and provide consistent returns.
Insurance services to help clients protect their assets and plan for the future.
Estate Planning
Estate planning services to help clients plan their lasting legacy, donate to charities, and assist loved ones.
Retirement Planning
Retirement planning services to help clients enjoy their retirement and achieve their financial goals.
Real Estate Financing
Programs for financing commercial real estate and assistance in purchasing homes or investing in residential properties through Prestige Home Mortgage.
Commercial real estate financingHome purchase assistanceResidential investmentCapital gains tax minimization
Credentials & Certifications
CFA (Chartered Financial Analyst)
CFP® (CERTIFIED FINANCIAL PLANNER™)
CMT (Chartered Market Technician)
Licensed Mortgage Broker (NMLS#107972)
Since 2004
Licensed Commercial Pilot
Frequently Asked Questions
What services does Beacon Rock Wealth Advisors offer? +
The firm offers Financial Planning, Investment Management, Insurance Services, Estate Planning, Retirement Planning, and Real Estate Financing.
Is Beacon Rock Wealth Advisors a registered investment adviser? +
Yes, BR Capital Inc., dba as Beacon Rock Wealth Advisors, is a registered investment adviser in the State of Washington and Oregon.
Who is the founder of Beacon Rock Wealth Advisors? +
Bill Roller, CFA, CFP®, CMT, founded the firm in 2003 and registered it as an investment advisory firm on June 23, 2004.
What is the firm's investment philosophy? +
The firm looks at investments with an eye toward market size, profit margins, and return on investment, and recommends courses of action that have been researched for their own use as business owners.
Does the firm provide real estate services? +
Yes, the firm offers programs for financing commercial real estate and can assist in purchasing a home or investing in residential properties through its association with Prestige Home Mortgage.
What is the firm's key investment provider? +
The firm's key provider is Fidelity Institutional Wealth Services.
Where is the firm registered? +
The firm is registered in the State of Washington and Oregon.
What are Bill Roller's credentials? +
Bill Roller holds CFA, CFP®, CMT designations, is a licensed mortgage broker (NMLS#107972), and a licensed Commercial Pilot.
Contact Beacon Rock Wealth Advisors/BR Capital, Inc.
