(330) 965-9890

At Rockport Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Rockport Wealth Team
We can help you address:
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
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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?

Service Offerings

Disclosures

  • Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
  • For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
  • All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors (RWA), a Registered Investment Advisor. 

Rockport Wealth Advisors and J Arnold Wealth Management are dba’s of Rockport Wealth, LLC, a fee-based Registered Investment Adviser (RIA) registered with the Securities and Exchange Commission 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 CRS & ADV disclosure documents for more information about our business. 

JAWM does not provide tax or legal advice. Please seek help from your tax or legal professional in these matters.

FINRA · SIPC · CRS & ADV · PCS Disclosures

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