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Our Mission

At Source Rock Capital Management, our mission is to guide successful individuals and families, many of whom work in the oil and gas industry, through a comprehensive financial planning process covering retirement, estate planning, investments, risk management, insurance, and other aspects of financial planning. Our investment philosophy is governed by the plan and active analysis designed to shift from times of wealth accumulation to times of wealth preservation based on current economic and market conditions.

We strive to provide exceptional service while always keeping our focus on our clients' needs. Your success is our business!