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.
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.
Everyone wants to retire someday, but no two retirements look the same. You need a customized plan to retire where you want, when you want and doing the things that you love in retirement.
Company founder, Roy Sokolowski, brings over 30 years of direct portfolio management experience, perspective and market analysis to help shape his investment philosophy to serve his clients.
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.
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. Pat Sokolowski joined him soon after the firm was founded with a focus on operations and financial planning. Although the company has grown and changed over the two decades, including a few name changes and a 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.
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 sell any “products”, annuities, insurance and receive no 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.