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 Building Your Financial Future We help our clients create and preserve a solid financial future. About the Team Check the background of investment professionals associated with this… <a href="https://rockportwealth.com/" class="more-link">Read more <span class="screen-reader-text">about Rockport Wealth Advisors</span></a>
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The 3rd quarter marched on in continuation of the rally that started March 23rd. For the quarter, the S&P 500 index was up about 8%, even after the month of September that saw a decline of approximately 4%.
Where to start! At the end of Q1 the mood was pretty much as dim as it could be, and the markets had just finished off one of the worst quarters in history.
The world of financial planning and investments can be confusing…especially in times like these. Folks wonder where to go to get reliable help and advice.
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.
info@rockportwealth.com
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-only Registered Investment Adviser (RIA) registered with the Ohio Division of Securities 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 ADV disclosure documents for more information about our business.
FINRA · SIPC · ADV · PCS Disclosures
