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We offer services to meet the needs of clients at all stages of life.

Which one best describes you?

Young Professional Financial Planning

Young Professionals

 Small Business Owners

Retirees & Wannabes

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.

What We Do

We are dedicated to helping our clients define and achieve financial success. People come to us for planning when they are looking for answers. Often this happens at transition points: a divorce, the death of a spouse, marriage, birth of a child, graduation from college, receiving an inheritance or onset of retirement. It is at these critical times that they need a financial partner.  As CERTIFIED FINANCIAL PLANNERS™ we can provide analysis and recommendations that bring the answers and support needed to move forward.

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.

Retirement Planning

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.

Simplifying Your Life Through Financial Planning

Over the last few years, the term fiduciary has become more widely used and understood, but we have been acting as a fee-only fiduciary for our clients for over 20 years. Founder, Roy Sokolowski, believed it was the best way to provide wealth management services and the only way that he was comfortable with. Metis was conceived to provide clients with the best service in the most ethical way possible.

Hilton Head Financial Planners

Comprehensive. Fee-Only. Independent. Fiduciary.

A Different Approach to Financial Planning

Hilton Head Island, SC

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.

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 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. 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.

Investment Management Hilton Head Island, SC

Our Goal Is Simple

To help our clients define and achieve their financial goals while building trust and long-term relationships and eliminate some of the stress surrounding money and finances.

financial-planning-for-millenials

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 sell no “product”, no annuities, no 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.

Keep Up With The Latest From Metis Wealth Management

Investment Manager Hilton Head

“We will never sell you a product or charge a commission. The only thing our clients buy is our time and our expertise.”

-Roy Sokolowski, CEO

CONTACT US

Start Your Journey Towards Financial Independence & Peace of Mind Today!

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