Rockport Wealth Advisors
Financial Services • 
22730 Fairview Center Dr, Suite 150, United States • 1-10 Employees
Company overview
| Headquarters | 22730 Fairview Center Dr, Suite 150, Fairview Park, Ohio 44126, US |
| Phone number | +13309659890 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Mutual Funds, Legacy Planning, Long-Term Care Insurance, Ira Rollovers, Traditional And Roth Iras, Variable And Fixed Annuities, College Educational Funding |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contacts at Rockport Wealth Advisors
Colleen Gregorich
Marketing & Administrative Director
Thomas V. David Cpa/Pfs
Senior Wealth Advisor, Chief Compliance Officer, Managing Director
Rockport Wealth Advisors Email Formats
Rockport Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@rockportwealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rockportwealth.com | 60% |
{first name} | john@rockportwealth.com | 40% |
About Rockport Wealth Advisors
You have many options when selecting a financial advisor. Clients choose to work with Rockport Wealth Advisors for our unwavering commitment to delivering thoughtful, professional, and holistic financial planning solutions. We believe what sets us apart is the confidence our clients feel— knowing they’ve received objective, personalized advice from a team that genuinely listens and helps build sound, forward-looking financial strategies. We recognize that your situation is unique. At Rockport, there is no one-size-fits-all plan. We take the time to understand your individual goals, values, and circumstances because meaningful financial advice should reflect the individual behind it. Every recommendation we make is tailored to serve your best interests— that's the foundation of the Rockport Way. 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-based 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.
Rockport Wealth Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Rockport Wealth Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Rockport Wealth Advisors has never raised funding before.
Rockport Wealth Advisors Tech Stack
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Programming languages
Germany
Austria
Australia
Burkina Faso
SpainFrequently asked questions
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