Rockport Wealth Advisors

Rockport Wealth Advisors Rockport is an independent comprehensive wealth management firm offering holistic financial services to individuals and families.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth LLC, a Registered Investment Advisor. Private Client Services and Rockport Wealth LLC are unaffiliated entities. Rockport Wealth Advisors is a dba of Rockport Wealth, LLC, a fee-based Registered In

vestment Adviser (RIA) registered with the Ohio Division of Securities and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our ADV disclosure documents for more information about our business.

⛳ The countdown is on! Our Salute to Service Golf Outing is just around the corner! Since 2020, Rockport Wealth Advisors...
08/31/2026

⛳ The countdown is on! Our Salute to Service Golf Outing is just around the corner! Since 2020, Rockport Wealth Advisors has brought clients, partners, and our community together to support those who have served our country, raising more than $80,000 for veteran-focused organizations.

Join us Monday, October 12, at Red Tail Golf Club for another great day on the course and an even greater cause.

There’s still time to register, become a sponsor, or make a donation. Every contribution helps provide critical support, mentorship, and opportunities for veterans and their families.

Learn more and get involved here: https://golf.rockportwealth.com/

⛳ Since 2020, Rockport Wealth Advisors' Salute to Service Golf Outing has united our clients, partners, and community in...
07/15/2026

⛳ Since 2020, Rockport Wealth Advisors' Salute to Service Golf Outing has united our clients, partners, and community in support of those who have served our country. Together, we've raised more than $80,000 to benefit veteran-focused organizations.

Join us on Monday, October 12, at Red Tail Golf Club as we come together once again to make a difference.

Whether you become a sponsor, make a donation, or join us on the course, your generosity helps provide critical support, mentorship, and opportunities for veterans and their families through organizations like GallantFew and National Veterans Memorial and Museum.

Learn more, register, become a sponsor, or make your contribution here: https://golf.rockportwealth.com/

🏌‍♂️ Rockport Wealth Advisors is proud to continue to support the Malone Scholarship Golf Classic benefiting College Now...
07/13/2026

🏌‍♂️ Rockport Wealth Advisors is proud to continue to support the Malone Scholarship Golf Classic benefiting College Now, an event that has helped create educational opportunities for Northeast Ohio students for more than 30 years.

Since 1993, the Malone Scholarship Fund has empowered students to pursue higher education through scholarships and mentorship. What began with three scholarship recipients has grown into a program that has helped more than 400 students achieve their college dreams.

We're grateful to sponsor an event that continues to make a meaningful impact in our community and helps provide students with the resources and encouragement they need to build a brighter future.

Wishing you a happy and safe Fourth of July from all of us at Rockport Wealth Advisors!As we celebrate Independence Day,...
07/02/2026

Wishing you a happy and safe Fourth of July from all of us at Rockport Wealth Advisors!

As we celebrate Independence Day, we’re grateful for the clients, families, and community we serve.

📗 Have you claimed your FREE copy of The Rockport Way: A Financial Roadmap to a Rewarding Future?Whether you're just beg...
06/30/2026

📗 Have you claimed your FREE copy of The Rockport Way: A Financial Roadmap to a Rewarding Future?

Whether you're just beginning your financial journey, preparing for retirement, or looking for greater confidence in your financial decisions, The Rockport Way provides practical guidance to help you align your finances with the life you want to live.

At Rockport Wealth Advisors, we believe financial planning is about more than growing wealth— it's about creating the freedom to enjoy what matters most to you.

Register today to receive your complimentary copy: https://rockportwealth.com/therockportway/

Thank you to everyone who joined us for our complimentary Client Shred Event at Rockport Wealth Advisors' Youngstown off...
06/26/2026

Thank you to everyone who joined us for our complimentary Client Shred Event at Rockport Wealth Advisors' Youngstown office earlier this week!

We were thrilled to help our clients securely dispose of confidential documents while taking an important step toward protecting their personal information. Thanks to the great turnout, we shredded approximately 1,100 pounds of paper.

We appreciate everyone who stopped by and look forward to continuing to offer events that provide value beyond financial planning.

⛳️ Rockport Wealth Advisors was honored to support the 22nd Annual Thomas J. Huemmer Memorial Golf Outing yesterday.This...
06/16/2026

⛳️ Rockport Wealth Advisors was honored to support the 22nd Annual Thomas J. Huemmer Memorial Golf Outing yesterday.

This special event brings the community together to honor Tom’s legacy while raising funds for the Thomas J. Huemmer ‘86 Scholarship at Saint Ignatius High School.

📗 In case you missed it, The Rockport Way: A Financial Roadmap to a Rewarding Future is now available as a complimentary...
06/10/2026

📗 In case you missed it, The Rockport Way: A Financial Roadmap to a Rewarding Future is now available as a complimentary resource.

Drawing on the principles that guide Rockport Wealth Advisors, this book provides clear, practical financial guidance to help individuals and families navigate every stage of life with greater confidence.

Joe Kovach, CFP®, who authored the book's foreword, expresses the essence of Rockport's approach when he writes: "This book captures not only the ‘how’ of financial planning, but also the ‘why.’ It’s the philosophy that drives us to help people make confident, informed decisions at every stage of life."

If you haven't downloaded your copy yet, you can access it here: https://rockportwealth.com/therockportway/

📗 We’re excited to announce the launch of our book The Rockport Way: A Financial Roadmap to a Rewarding Future!Financial...
06/02/2026

📗 We’re excited to announce the launch of our book The Rockport Way: A Financial Roadmap to a Rewarding Future!

Financial planning doesn't have to be complicated. At Rockport Wealth Advisors, we believe lasting financial confidence begins with two simple principles: clarity and commitment. That's the philosophy behind our new book, The Rockport Way.

Whether you're building wealth, navigating your peak earning years, or preparing for retirement, this book provides practical guidance, actionable frameworks, and a clear path toward achieving your financial goals. Plus, you'll receive complimentary financial planning worksheets to help put these concepts into action.

Register here to access the book for free: https://rockportwealth.com/therockportway/

No cost. No obligation. Just practical insights designed to help you move forward with confidence.

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.At Rockp...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

At Rockport Wealth Advisors, we are deeply grateful for those who served and continue to serve, and proudly support our veteran community and military families.

Address

22730 Fairview Center Drive Suite 150
Fairview Park, OH
44126

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 5pm

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