A complete list of active advisors currently associated with Rockport Wealth Advisors

Warmer can help you find a great advisor at Rockport Wealth Advisors or one who fits your needs even better.

Rockport Wealth Advisors provides fee‑based financial planning, ongoing investment management, and consultation services to individuals and high‑net‑worth clients, and may serve as a 3(21) co‑fiduciary for retirement plans. The firm also offers project‑based consulting (including work on Delaware Statutory Trusts) and states a suggested account minimum of $250,000, subject to negotiation. The firm’s investment approach blends discretionary asset‑allocation “Strategic Models” with tactical, shorter‑term positioning; those models may move partially into cash or fixed‑income and can employ covered calls and inverse ETFs where appropriate. Rockport operates its own Rockport Wrap Fee Program for new accounts and also uses a Betterment sub‑advisory platform for certain client portfolios, combining bundled execution/custody services with its advisory oversight. Noteworthy disclosures in the brochure include the firm’s ability to negotiate performance‑based fee arrangements for qualified clients and explicit discussion of model performance (including a caution that results are best evaluated over a market cycle). The brochure also documents a 2024 acquisition of another registered adviser and explains related onboarding and conflict‑of‑interest matters, and it discloses that some firm personnel engage in separate broker/dealer, insurance, or accounting activities.

To learn more about the advisors currently working at Rockport Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.