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 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.
What is “Metis”?
When looking for a meaningful name for our company we came upon Metis – the Greek Titaness of practical wisdom and planning. She was the first wife of Zeus and was known as a discerning, creative thinker. Metis looked for patterns in research and was able to derive an understanding of complex situations. She was known for settling conflicts through discussion and mediation. Metis is described as a wise counselor with a powerful combination of intuition, intellect, and experience.
The traits of Metis are those to which we aspire in our business as financial planners and investment advisors. Our logo shows Metis delivering a plan and she is carried on the wings of an owl, a symbol of wisdom.
Metis is a full-service wealth management firm with a financial planning-based approach. Our process is structured in a way that places our clients’ goals at the heart of what we do. In that vein, success for us is when a client achieves their goals. We are not focused on trading frequently or “beating the market” quarter in and quarter out. We let our clients’ financial plans and risk tolerance determine an appropriate portfolio that gives them the best chance to achieve their goals.
We are paid strictly on a “fee-only” basis. This means that we never receive commissions or get paid for anything other than our time and expertise. For clients just looking for financial planning or to get a few answers in a consultation, we offer our planning services on an hourly basis. For clients choosing to also have us manage their investments, our full-service offering includes investment management and on-going financial planning for a fee based on assets under management (AUM).
The mission of Metis Wealth is to help our clients define and achieve their financial goals. We help families and small business owners simplify and improve their financial lives and eliminate some of the stress surrounding money and finances. Metis 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.
We are independent, client-focused and passionate about what we do.
“The financial planning process allows us to get to know you on a personal level. We use this knowledge to custom tailor solutions that match your values and goals.” –Jenn Sokolowski
We take a long-term approach and build balanced diversified portfolios at the appropriate risk levels for our clients. Over time this helps reduce volatility and, more importantly, it keeps people invested through the ups and downs of the market. An important part of our job is behavior management; we aren’t necessarily trying to outperform the markets in any one quarter. Rather, we are trying to help you achieve your long-term financial goals. We believe that portfolios can be constructed with real stocks, bonds, ETF’s and cash and that these asset types can be used to minimize costs.
“I believe that the best way to provide financial advice is through a planning-based model as an independent advisor.” -Robert Sokolowski
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.
“I love helping our clients achieve their goals.” –Jenn Sokolowski
Because we are a planning-based Investment Advisory firm, we assist clients over a wide range of financial areas from retirement planning, to charitable giving, to small business counseling and estate planning. Underlying everything is our desire to help clients with their financial goals and answer their questions whatever their point in life. A broad understanding of your personal finances allows us to step into your shoes. This is particularly helpful in the implementation phase; our understanding of your finances enables us to manage your portfolios as you would want with your goals in mind.
We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.