Rockport Wealth Advisors
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Building Your
Financial Future
We help our clients create and preserve a solid financial future.
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Newsletter
December 2022 Newsletter
Stocks and Bonds closed out this challenging year on a sour note. The S&P 500 Index was down 5.7% for the month.
January 10, 2023
Focus on YOU
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
contact info
Email Address
info@rockportwealth.com
Office Address
22730 Fairview Center Dr, Suite 150
Fairview Park, OH 44126
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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors, a Registered Investment Advisor. Private Client Services and Rockport Wealth Advisors are unaffiliated entities.
Rockport Wealth Advisors is a dba of Rockport Wealth, LLC, a fee-based Registered Investment Adviser (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our CRS & ADV disclosure documents for more information about our business.
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