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Rockport Wealth Advisors

Headquartered in FAIRVIEW PARK, OH

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Firm Information

Rockport Wealth Advisors is a registered investment advisor located in Fairview Park, OH. They offer a range of services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $513,650,570 in assets for 2,597 clients, including high-net-worth individuals, corporations, and charitable organizations.

Rockport Wealth Advisors

22730 FAIRVIEW CENTER DR

FAIRVIEW PARK, OH 44126

$513.65M

Assets Under Management

6

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (4)

ROCKPORT WEALTH ADVISORS has a total of 4 branch locations across the country.
location

Youngstown, OH

location

FAIRVIEW PARK, OH

location

Okatie, SC

location

Cincinnati, OH

Advisors at Rockport Wealth Advisors

View All 6 Advisors
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Zachary William Ellis

RA

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Michael Allen Curley

RA

Cincinnati, OH

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Thomas Andrew george Bell

RA

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Thomas Valentine David

CFP®, PFS®, RA

FAIRVIEW PARK, OH

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Meaghan R Grant

RA

FAIRVIEW PARK, OH

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Jon Paul Arnold

RA

FAIRVIEW PARK, OH

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Adam Richard Stalnaker

RA

FAIRVIEW PARK, OH

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Brian Patrick Ellis

RA

FAIRVIEW PARK, OH

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Disclosures

There are no public disclosures for Rockport Wealth Advisors.

Frequently Asked Questions (11)

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