Broker Check

22730 Fairview Center 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

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.

We can help you address:

·         Investing principles and strategies

·         Retirement investing and distribution strategies

·         Estate conservation issues

·         Risk management analysis

We also can answer your questions, including:

·         Can I retire early?

·         Are my investments working hard enough?

·         What’s a good approach for college savings?

·         What are the elements of a sound estate strategy?

·         Do I have enough life insurance for my family?

Our Services

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Life Stages

At Rockport Wealth  Advisors we help clients navigate through the five major stages of their financial life.

  1. Young adult finishing education and getting first job
  2. Early family and/or first home
  3. Wealth builder
  4. Pre-retiree and retiree
  5. Mature life and estate planning