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Oil and Gas Professionals

The primary focus of Source Rock Capital Management centers on providing the oil and gas professional and his or her family with financial planning and wealth management services. We have the experience and expertise needed to assist our clients in understanding and fully utilizing benefits packages, both during employment and through retirement. Whether working in the United States or abroad, we are able to bridge the gap of geography and can work with our clients regardless of where they are. We use the conveniences of today's technology, and we often travel to see our clients for the purpose of face-to-face meetings. When it comes to retirement, our process helps to identify and execute the most efficient options for rollovers, taking advantage of Rollover IRAs, Roth IRAs, and Net Unrealized Appreciation. We also offer assistance in working with Restricted Stock Options. For more information, please contact us or request an introduction kit.


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