Nurturing Your Financial Growth
Rockport Next Wealth Advisors
About Rockport Wealth Advisors
Putting You at the Center of Investment Strategies
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business.
Grow your wealth and track progress.
Get expert insight to achieve your long-term goals.
Use our financial tools to get visibility into all of your accounts with a single secured login.
Get advice on insurance and other needs to protect your family.
How to plan and approach major life financial decisions.
Team of Financial Professionals
With more than 60 years of experience, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We have the knowledge and skills of a big Wall Street firm, but are able to maintain personal relationships with our clients in over 20 states.
Joseph J Kovach, CFP ®
Investment Advisor Representative*
Joe Kovach, CFP is a Financial Advisor with 20 years of experience in assisting clients reach their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client’s account, Joe’s clients are able to meet their goals in a changing market environment. Joe manages his client’s assets, which totals more than 130 million.
Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than fifty million dollars.
Adam Stalnaker
Investment Advisor Representative*
Adam Stalnaker is a Financial Advisor with Rockport Wealth Advisors. After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the assurance department. For the next seven years he worked in the accounting industry. In 2009 Adam joined New England Financial where Adam began his career as a Financial Advisor. After four years there, he joined Rockport Wealth Advisors. Adam has been actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs. He holds series 7 registration through Cetera Advisors and insurance licenses.
Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
Beverly Burdett
Advisor Assistant*
Beverly assists Joe and Adam by servicing our clients’ needs and handling much of our day-to-day office work. Beverly is a great team player who goes above and beyond to quickly find solutions to problems and get answers to questions.
Before joining Rockport, Beverly worked for 15 years at a CPA Firm in Beachwood, Ohio as an Administrative Assistant. She is known for impeccable client service skills and strives to make each client happy. She decided to join Rockport to take on a new challenge in the financial services world as well as work closer to home.
Beverly resides in Berea, Ohio with her husband of 12 years, Tim, and their 7-year old Beagle/Jack Russell, Sadie. In their spare time they enjoy going to concerts.
Frequently Asked Questions
Why do I need a professionally supervised financial plan?
Personal financial planning is more complicated than many people realize. Costly mistakes are easy to make. And there is a lot of conflicting advice. Your Rockport Wealth Plan will allow you to develop your own customized plan with the assurance of having a professional financial planner looking over your shoulder.
How do I get started?
Only 3 easy steps:
- Enter Your Contact Information…just five questions to initiate your membership.
- Register Your Account to establish your payment information.
- Add Personal Information to further personalize your membership and begin the planning process.
How often will I have access to my financial information?
Our state-of-the-art technology will allow you to have access to your plan 24-7. You can update your plan, ask questions and try “what-if” scenarios whenever you want.
Do I ever get to communicate with a “live” human being?
Yes, we are always here to help you. From your initial plan development to all your questions along the way, you’ll have easy access to our team by simply sending us a message. We always reply within one business day.
What are your fees?
We keep it simple. Our initial financial planning fee is $250 and your ongoing membership is $50 per month beginning in your second month.
What’s the best way to contact you?
Just send a message to myplan@rockportwealth.com. We respond to all messages within one business day. Usually sooner.
How do you define success?
Every client’s financial goals are different, so success in reaching those goals will look different too. Success comes from properly setting goals, building a plan to meet them and then monitoring that plan to stay on track. This ultimately gives each client a greater sense of security and well-being.
Where can I see my plan?
Just come back to this website (myrwplan.com) and click the Member Access tab at the top of the page. You’ll be able to login to your membership anytime you’d like.
Can I cancel my membership?
Your initial commitment is only for one-year. After the first year, you may cancel at any time.
How do I cancel?
Just send us message and your account will be closed by the end of the following business day. No hassles. No questions asked.
