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.
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.
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.
Helpful Content
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Building Your Legacy
A four-step framework for building a personal legacy.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.