Business Details
13 Years
experience
Your Trusted Partner for Financial Planning Solutions
Rockport Wealth Advisors is a client-centric financial advisory firm dedicated to empowering individuals and businesses through comprehensive financial planning and investment management. With over a decade of experience, our team of certified professionals specializes in retirement planning, tax-advantaged investment strategies, and wealth preservation tailored to each client's unique goals. We prioritize personalized service, leveraging our expertise in 1031 exchanges, opportunity zones, and customized portfolio management to help clients navigate complex financial landscapes. Our independent business model ensures we remain focused on delivering objective advice aligned with client interests, supported by a network of trusted partners.Backed by rigorous compliance standards and a commitment to ongoing education, we strive to build long-term relationships through transparency, integrity, and measurable results. Our multidisciplinary team combines deep industry knowledge with practical experience in accounting, tax planning, and operational management to address both immediate needs and long-term aspirations. Through regular client communication and adaptive strategies, we aim to simplify financial decision-making while fostering confidence in achieving financial security.
Services
Financial Planning
Investment Management
Retirement Planning
Tax-Advantaged Investments
Business Owner Advisory
Details
- Year established: 2013
Highlights and features
- We offer 12+ years of experience in personalized financial planning.
- Our team holds multiple industry certifications including CFP and CPA.
- We specialize in tax-advantaged investment strategies like 1031 exchanges.
- Our independent model ensures unbiased, client-first recommendations.
- We provide comprehensive services for business owners and retirees.
Associations and certifications
- Registered Investment Adviser (RIA)
Services
Financial Planning
Our financial planning service creates customized roadmaps for individuals and families to achieve long-term financial goals. We analyze current financial status, develop budgeting strategies, and implement plans for retirement, education funding, and estate preservation. With a focus on tax efficiency and risk management, we help clients navigate complex financial decisions while maintaining compliance with regulatory standards. Our approach combines personalized guidance with advanced analytical tools to ensure measurable progress toward financial objectives.
Investment Management
We offer tailored investment management solutions designed to grow and protect client assets. Our strategies incorporate diversified portfolios aligned with individual risk tolerance and financial goals. Through ongoing market analysis and performance monitoring, we adjust investments to capitalize on opportunities while mitigating risks. Services include asset allocation, tax-loss harvesting, and access to specialized investment vehicles like Delaware Statutory Trusts and Opportunity Zone funds for qualified investors.
Retirement Planning
Our retirement planning service helps clients build sustainable income streams for post-career life. We assess current savings, project future needs, and develop withdrawal strategies that optimize Social Security benefits and minimize tax liabilities. Specialized expertise includes 401(k) rollovers, required minimum distribution planning, and creating diversified income sources. We provide ongoing adjustments to ensure retirement plans remain resilient against market fluctuations and regulatory changes.
Tax-Advantaged Investments
We specialize in tax-efficient investment strategies that help clients retain more capital through legal tax deferral opportunities. Our services include 1031 exchanges for real estate investors, Opportunity Zone fund placements, and structured investment vehicles for accredited investors. We work closely with tax professionals to ensure these strategies integrate seamlessly with overall financial plans while maintaining compliance with IRS regulations and investor accreditation requirements.
Business Owner Advisory
Our business owner advisory service addresses the unique financial challenges faced by entrepreneurs. We provide succession planning, business valuation analysis, and tax-efficient exit strategies including mergers and acquisitions. Services also cover executive compensation structuring, key employee retention plans, and integration of personal and business financial goals. Our team helps business owners navigate complex financial decisions while preparing for both operational continuity and personal wealth preservation.
People
Adam Stalnaker
Partner & Chief Executive Officer
Adam Stalnaker leads Rockport Wealth Advisors with expertise in retirement planning and business owner strategies. A CFP professional with over 15 years in financial services, he previously worked at Grant Thornton and New England Financial. Holds Series 7, 63, and 65 registrations. Graduated from Ohio State University with dual concentrations in Accounting and Finance.
Joseph Kovach
Partner & Chief Investment Officer
Joe Kovach brings 30+ years of investment experience to Rockport Wealth Advisors. As Chief Investment Officer, he develops customized portfolio strategies for individuals and small businesses. A CFP and Chartered Mutual Fund Counselor, he previously managed over $50 million in client assets at MetLife. Holds Series 7 registration. Graduated from Cleveland State University with a marketing degree.
Tom David
Senior Wealth Advisor & Chief Compliance Officer
Tom David combines CPA and CFP credentials to deliver comprehensive wealth management solutions. With 25+ years in financial services, including 10 years in accounting audit roles, he specializes in tax planning and compliance. Holds Series 65 registration. Serves as Chief Compliance Officer ensuring regulatory adherence across all client services.
Brian Gadd
Operations Manager
Brian Gadd oversees operational efficiency at Rockport Wealth Advisors with 30+ years in financial services operations. Previously founded Broker Transfer Consultants LLC to improve advisor transition processes. Holds MBA from Case Western Reserve University. Focuses on streamlining client service workflows and talent acquisition strategies.
Michael Curley
Senior Wealth Advisor
Mike Curley provides personalized wealth management solutions with focus on portfolio management and business exit planning. Holds Series 7, 63, and 65 registrations. Graduated from University of Cincinnati with economics degree. Specializes in tax mitigation strategies for business owners through comprehensive financial planning.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax-advantaged investments, business owner advisory, and estate planning tailored to individual client needs.
Are you qualified to handle tax-advantaged investments?
Yes, our team specializes in 1031 exchanges, Opportunity Zone funds, and other tax-deferred strategies with expertise in IRS compliance requirements.
How does your investment management process work?
We create personalized portfolios using diversified assets, monitor performance regularly, and adjust strategies to align with evolving client goals and market conditions.
Do you work with business owners specifically?
Yes, we offer specialized services for business owners including succession planning, valuation analysis, and tax-efficient exit strategies.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Chartered Mutual Fund Counselors, CPAs, and professionals with Series 7, 63, and 65 registrations.
How are you compensated for your services?
We operate as a fee-based Registered Investment Adviser, with transparent compensation structures detailed in our ADV disclosure documents.
