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Building Your Financial Future

Rockport Wealth Team

We help our clients create and preserve a solid financial future.

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Newsletter

2021 Quarter 1 Newsletter

2020 will be remembered by most as the year of the pandemic. Investors will remember it as a good year in the end with a wild ride in the middle.

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Newsletter

2020 Quarter 3 Newsletter

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%.

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Newsletter

2020 Quarter 2 Newsletter

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.

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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-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.

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