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Fairview Park Office: 22730 Fairview Center Dr., #150, Fairview Park, OH 44126 / Lakewood Office: 14650 Detroit Ave., #120, Lakewood, OH 44107

  • O. 216.226.4560
  • F. 216.226.4570

Account Access 

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.

 

Joseph J Kovach, CFP ®

Investment Advisor Representative * Registered Representative *

216-226-4560

Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients pursue their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to include the right...

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Ted A Calabrese, CLU ® ChFC ®

Investment Advisor Representative * Registered Representative *

216-226-4560

Ted began his professional training at The Ohio State University where he received a BS degree in Business Administration and Marketing in 1967. Upon graduation, Ted was commissioned into the United States Air Force where he served as...

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Adam Stalnaker

Investment Advisor Representative * Registered Representative *

216-226-4560

Adam Stalnaker is a Financial Advisor with Rockport Wealth Advisors. After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the assurance department. For the next seven...

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Sherry is passionate about helping Ted Calabrese as the Office Manager at Rockport Wealth Advisors. She is responsible for all daily administrative duties and client services. She makes sure things run smoothly for Ted by assisting him...

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Beverly assists Joe and Adam by servicing our clients’ needs and handling much of our day-to-day office work. Beverly is a great team player who goes above and beyond to quickly find solutions to problems and get answers to...

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