Rockport Wealth Advisors of Brook Park

Rockport Wealth Advisors of Brook Park is a financial planner in Brook Park, OH. The firm serves individuals, families, and business owners with advisory services built around financial and retirement planning, estate planning and legacy building, tax planning, risk management and insurance planning, and investment management and oversight. It holds a rating of 5.00 based on customer reviews.

As an independent, fee-based, SEC-registered investment adviser, Rockport Wealth Advisors operates as a fiduciary, placing clients at the center of every investment strategy and business decision. The firm follows what it calls The Rockport Way, beginning each engagement with life-centered discovery to understand a client's values, goals, and vision before any product discussion, and then building customized, goal-driven plans that align cash flow, investments, insurance, and estate planning with those goals. Ongoing guidance and accountability are built into the relationship, with periodic reviews to adjust as life and markets change. The executive team is 100% employee-owned, 75% of advisors hold advanced designations, and the firm has a history of more than thirteen years. Adam Stalnaker, CFP serves as Partner and Chief Executive Officer and Joseph Kovach, CFP serves as Partner and Chief Investment Officer, both based in Cleveland, Ohio. Other team members include Tom David, CPA/PFS, CFP, Michael Curley, Brian Ellis, Joseph Salmen, Andrew Smith, Meaghan Grant, and a client service and corporate operations staff spread across Cleveland, Cincinnati, Youngstown, and Bluffton, OH. The firm also publishes a radio show, the Rockport Wealth Truth in Investing Show, and offers a free book titled The Rockport Way written by Adam Stalnaker.

The Brook Park office is located at 22730 Fairview Center Drive, Suite 150, sharing the address with the firm's Cleveland headquarters in Fairview Park. It also maintains a Youngstown office at 7227 Glenwood Avenue, allowing it to serve clients throughout Ohio.

A perfect 5.00 customer rating reflects the firm's standing as a fiduciary adviser in the greater Cleveland area.