invest with us now
We’re proud to offer myRWinvest as an automated investing platform designed to help investors reach the financial goals that are important to them.
Easy to Begin
Let’s learn more about you and your goals with our online sign up.
Holistic Approach
Merges evidence-based investing with holistic financial planning.
Quick Access
A simple way for investors to access our portfolios and build wealth with us.
what you get
Low-cost portfolios designed to meet each client’s specific objectives
A simple and intuitive client interface including performance reporting
Live updating of financial goals and progress reporting
Communication from Rockport Wealth Management experts
Automated rebalancing and trading to guide your portfolio
Assets custodied at Betterment
Automated investing designed to keep your financial goals on track
*Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.