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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

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Debt Stress

There’s a link between debt and stress.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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Interested in a Fuel Efficient Car?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Surprises

Making the most of surprises is a great reason to work with us.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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