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Rockport Wealth Advisors

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Schwab

eMoney

Betterment (MyRWinvest)

An automated investing platform designed to help investors reach their financial goals

PCS

Cleveland

22730 Fairview Center Dr, Ste 150
Fairview Park, OH 44126
216 226-4560

Youngstown

7227 Glenwood Avenue
Youngstown, OH 44512
330 965-9890

FINRA
SIPC
CRS & ADV
PCS Disclosures

*Rockport Wealth LLC started in 2018 as a state Registered Investment Advisor.

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 broad 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.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. 

RWA does not provide tax or legal advice. Please seek help from your tax or legal professional in these matters. Insurance products and services are not offered through Rockport Wealth Advisors but are offered and sold through individually licensed and appointed agents.

© 2026 Rockport Wealth Advisors

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  • About Rockport
    • Our Firm
    • Our Team
    • Our Commitment
  • Services
    • Comprehensive Solutions
    • Business Owners
  • Opportunities
    • Overview
    • 1031 DST Investments
    • Opportunity Zones
  • Resources
    • News + Articles
    • The Rockport Way