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.
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
Why are 401(k) plans, annuities, and IRAs so popular?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
An increasing number have been developed to help individuals with their personal finances.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Building wealth requires protection from the forces of wealth destruction.
There’s a link between debt and stress.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four vacation destinations you might never have thought of.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.