You have found a place free of sales pitches and high-pressure tactics.
This is where concerns get addressed, and you start to breathe easier.
We are a fee-only financial planning and wealth management firm. “Fee-only” means we do not sell any products, and our compensation comes only from our clients. We primarily work with families and small business owners. We are well equipped to serve Beaufort and the entire Lowcountry. We can meet clients anywhere and are very familiar working virtually.
We create highly customized portfolios for our clients. When we think about investment management, we put ourselves in our clients’ shoes and ask “What would the client do if they had our level of expertise?” We always consider each individual client’s goals and risk tolerance. In our firm, financial planning drives investment management. Our focus is taking the least amount of risk necessary for our clients to achieve their goals.
Our wealth management service includes both investment management and unlimited access to our team of financial planners. We believe the best results occur at the intersection of financial planning and investment management and we encourage our clients to talk to us whenever they have questions about their money.
We believe crafting and implementing a comprehensive estate plan takes the expertise of a CERTIFIED FINANCIAL PLANNER™ and an estate attorney. We are often able to point out several areas of clients’ estate plans that can be improved without involving an estate attorney. However, when the help of an attorney is necessary, we arm clients with the knowledge needed to make their relationship with their attorney as effective as possible. With an ongoing relationship as part of our wealth management service, we are always there to monitor plans for our clients and advise them on the right time to update plans.
Retirement planning is our most requested service from new clients. Across all levels of wealth, it’s natural to worry about running out of money. Furthermore, many people simply don’t know how much they need to have saved to retire. We cut through the haze and provide clients a clear picture of what their retirement can look like and give them perspective on when they can retire. Retirement is a big, exciting step in everyone’s life. Make yours stress-free!
Offering both investment management and financial planning, we are able to make recommendations based on our clients’ entire financial picture. Tax planning is an ongoing process because everyone’s financial situation changes throughout the years. From strategically managing income taxes, to tax loss harvesting to managing capital gains in low basis stock, we help clients adapt their strategy throughout their life. The result is a unique plan tailored to each client’s individual situation and preferences.
We are well equipped to assist small business owners with both establishing and managing their small business retirement plans. We have a relationship with a well-qualified third-party administrator who is there to ensure plan compliance. In many cases, we are able to help the business owner achieve significant tax savings.
Metis Wealth Management and Planning is a Registered Investment Advisory firm. This means we have a fiduciary responsibility to always act in our clients’ best interest. Our goal is to give clients the best advice possible, allowing them to achieve their goals. We work with a small number of families and strive to provide highly personalized, custom service to each client.
We work with clients in all life stages. New clients typically reach out to us at transition points such as: the birth of a child or grandchild, divorce, a move or relocation to the area, a death in the family, or a career change. We help clients navigate these transitions and help get them on the path to achieving their goals in the future.
As an independent fee-only firm, our only obligation is to our clients. We approach all investment decisions for our clients with the same diligence we use in making decisions for ourselves. We take a holistic approach to both investment management and financial planning. It is our belief that it takes the expertise of a CERTIFIED FINANCIAL PLANNER™ to fully consider all aspects of a client’s financial situation and determine the best path forward. Integrating this planning into the investment strategy provides the robust, comprehensive strategy our clients desire.