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22730 Fairview Park Drive, Ste 150, Fairview Park, OH 44126

14650 Detroit Avenue, Ste 120, Lakewood, OH 44107

  • O. 216.226.4560
  • F.  216.226.4570 
  • Lakewood Fax: 216.226.4562
Your Local Team What's Your Risk Number? Read all about it! How We Operate

Who We Are

With more than 60 years of experience, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We have the knowledge and skills of a big Wall Street firm, but are able to maintain personal relationships with  our clients in over 20 states.

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What We Do

At Rockport Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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How We Operate

What makes Rockport different from other firms is our commitment to helping clients achieve their financial goals through planning and a risk-managed investing approach.

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Helpful Content

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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What does your home really cost?

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Why are 401(k) plans, annuities, and IRAs so popular?

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Smart investors take the time to separate emotion from fact.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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