The Rockport Group at Morgan Stanley

Contact Us
The Rockport Group

OUR MISSION STATEMENT

We deliver a predictable process to guide clients through financial complexities to help them achieve their life goals.

Our Story and Services

Our Story

We treat our clients like family and, with that guiding principle, always act in their best interests. That principle is built on a foundation of character and integrity over several generations of stability, consistency and commitment for always doing the right thing, time after time after time, year after year after year.  Our clients can expect a predictable process and experience to help guide them through the myriad of financial complexities in achieving lifetime goals for themselves and their families.

 

Our team’s deep-rooted family history in our community has instilled in us a unique perspective on the trusted values, perseverance and unwavering commitment to serve our clients. We offer a friendly, welcoming experience and the expertise to adjust their financial strategies to respond to their changing life situations.  Combining our team’s knowledge and experience with the world-class services and resources of Morgan Stanley, we deliver the experience our clients expect and deserve.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • 401(k) Rollovers
  • Endowments and Foundations
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management

Location

Location

  • 2902 Traylor Blvd.
  • Suite 100
  • Rockport, TX 78382


    Experience

    Experience

    Established in 1992, The Rockport Group is a team committed to helping people achieve their life goals and aspirations.   We combine our team’s knowledge and experience with the world-class services and resources of Morgan Stanley, and we understand how the capital markets work. By understanding current market trends and the economic climate, we deliver the experience our clients expect and deserve.  Our advisors hold various distinguished designations, including Certified Investment Management Analyst (CIMA®), Chartered Mutual Fund Counselor (CMFC®), Certified Wealth Strategist (CWS), Senior Portfolio Management Director and Portfolio Manager.  They are members of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC), giving them ongoing continuing educational and networking opportunities among other financial industry leaders and professionals.  Additionally, by understanding the depth of the firm’s vast resources we deliver exceptional client service and responsiveness – always with a friendly, personal touch.

    Working With You

    Working With You

    Our mission is to be an essential partner for our clients as they seek to accumulate, preserve, and transfer their wealth.  We accomplish this through a predictable process that guides clients through the financial complexities to achieve goals for themselves and their families. Our approach is personal and includes: a holistic suite of services, a focus on collaboration, and is family-oriented.  We incorporate a comprehensive discovery process that helps us understand what truly matters to our clients; and from there, we develop an interactive wealth management process that provides a clear path to goal achievement.  Our experience, teamwork, attention to detail and goals-based approach results in strategies that are customized and allow for better decision-making.  Finally, our practice is strategically designed to work with a select number of clients while ensuring personal accessibility and responsiveness. We actively listen and take a genuine interest in our clients’ lives, while offering ongoing communication based on timely, relevant information to keep our clients informed.

    Our Clients

    Clients

    We work with a select group of individuals, families, foundations and organizations, while serving each as their trusted advocates to help them achieve their life goals.  Our consulting based, holistic process results in always acting in our clients’ best interest, which is at the core of our team’s value and relationship with our clients.

    Meet The Rockport Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Rockport Group today.

    Dow    -12.74

    21397.29
    4:46PM

    Nasdaq    2.74

    6236.69
    5:15PM

    S&P 500    -1.11

    2434.5
    4:46PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures