Broker Check

14650 Detroit Ave, Ste 430, Lakewood, OH 44107

  • O. 216.226.4560
  • T. 800.621.2027
  • F. 216.226.4570 
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.

Learn more

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.

Learn more

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.

Learn more

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

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

What Is the Dividend Yield?

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

What Is My Current Cash Flow?

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

View all calculators arrow

Retirement Plan Distributions

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

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Rightsizing for Retirement

What does your home really cost?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow