February 2023 Newsletter
myRWplan Nurturing Your Financial Growth Learn More myRWinvest Automated Investing Platform Learn More Financial Planning Investment Management Learn More Business Owners Advisory Services for Business Owners Learn More Salute to Service Golf Event August 14, 2023 Learn More Veteran Investment Planning Financial Planning for Military Members Learn More Building Your Financial Future We help our… <a href="https://rockportwealth.com/" class="more-link">Read more <span class="screen-reader-text">about Rockport Wealth Advisors</span></a>
We are off to a good start.
Stocks and Bonds closed out this challenging year on a sour note. The S&P 500 Index was down 5.7% for the month.
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.
Check the background of your financial professional on FINRA's BrokerCheck.
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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