Rockport Wealth Advisors Information

You have many choices for a financial advisor. People choose to work with Rockport Wealth Advisors because of our commitment to providing professional consultative financial planning services. The benefit to our clients is their satisfaction and confidence knowing we have provided them with objective advice while sincerely listening to them build sound financial plans. We know your situation is unique. We are not a cookie-cutter financial services firm, offering each client the same advice to serve our needs. We know that no two individuals are the same and therefore no two financial plans are the same. We offer advice and council on an individual basis for your unique needs. 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-only Registered Investment 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.