Affordable, concierge level financial services for those who deserve more than an array of mutual funds or ETFs and are fed up with the costly alternative of traditional stock brokers.
Fee Only
We never earn a commission and we don’t sell products. As fee-only advisors, we sell our time and expertise. Our incentive is to provide you with the best possible service.
Fiduciary
It’s the highest standard for the industry and it is something we take very seriously. We have a legal and ethical obligation to act in your best interest.
Independent
Brokers work for the brokerage and some advisors who appear independent are not. We are local, independent advisors who only work for you.
CFP® Professional
Need financial advice but not sure where to go? Stick to professionals with the CFP® certification: the standard in financial planning.
Personalized
When we make recommendations, we put ourselves in your shoes. We dedicate time to get to know you, which allows us to match our services to your goals.
Experienced
With over 50 years of combined experience in investment management and financial planning we are seasoned professionals.
Our Unique Model
Unlike other financial advisers who sell products, we sell only one thing: our advice. We help clients in two basic ways. The first is through fee-only financial planning. The second is through investment management. Although these are separately defined, they are most powerful when combined. Through planning we help you define your goals and how you will achieve them. The next step is to implement the plan, which we can help you do. Finally, and importantly, we can manage your portfolios to the plan and periodically check how you are doing relative to your goals. By closing this loop, we help you stay on track and increase your odds of success.
Investment Management
Tailored to your goals, time lines and risk tolerance we create a portfolio that is unique to you. We use our expertise and research to develop and maintain sophisticated, tax efficient portfolios, so you don’t have to. Whether you are looking for income streams in retirement or a diversified growth portfolio, we can meet your goals.
Financial Planning
The planning process is a collaboration. We start by listening to your goals and needs; from there we develop a road map together that considers all the moving pieces of your financial life. You decide what you need from us – we can help along the way as much or as little as you need. Our goal is to help you achieve your goals.
A Different Approach to Financial Advice
Financial Planning & Investment Management in Hilton Head Island
We help families and small business owners simplify and improve their financial lives and eliminate some of the stress surrounding money and finances. Metis Wealth Management uses a team approach that unites financial planning, service and portfolio management; this has enabled us to build trust and develop long-term relationships with clients and families.
Committed to You
We are committed to acting in your best interest. We get there by asking meaningful questions and being genuinely interested in the story of your life.
Engaged
It’s the joy of watching others succeed, knowing we’ve gone the extra mile to coach you through to a place of reassurance and comfort.
Transparent
We believe you should understand how much you are paying and what you are paying for. We don’t sell products, and have no hidden agendas.
Independent
Our firm is founded on the principle of independence – independently owned, independent research and most importantly, independent recommendations.
Meet The Team
Our Story
Frustrated with the incentive structure of the brokerage business, Roy Sokolowski started his first Registered Investment Advisory firm in 1998 because he believed there was a better way to provide financial services. He chose the RIA structure because he believed a structure free from commissions best aligned the incentives of the advisor and the client. Robert & Jenn purchased the firm from Pat & Roy in 2022. Although the company has grown and changed over the two decades, including a few name changes and relocation to South Carolina, the drive to always do what is in our client’s best interest remains.
We believe in earning the trust of our clients by being as transparent as possible. This includes everything from how much clients will pay for our services to how and why we choose investments.
Our Philosophy
We believe the best way to provide financial services is through a planning-based model as an independent investment advisor. Brokers and insurance agents may appear to provide the same services but there are inherent differences and often conflicts of interest. We are full-time fiduciaries and are passionate about helping our clients and acting in their best interests. We don’t sell any “products,” mutual funds, annuities or insurance. We never receive any commissions. We begin our journey together by getting to know our clients through a financial plan and risk assessment and use the plan to measure our success along the way.
Our goal is to provide the best advice and financial service possible. We believe in a client-first culture. With this in mind, we spend time up front getting to know our clients and their unique goals and circumstances. Because everyone is unique, we customize our approach and adjust the services that we offer to each client.
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Define your financial success and we will help you achieve it!