We assist both individuals and small business owners make a smooth transition from wealth accumulation to retirement by optimizing employer retirement plans, evaluating future cash flow and net worth through comprehensive financial planning, and maximizing their Social Security benefits.
Robert Sokolowski joined the Metis team in 2017 and purchased the firm in 2022. Robert became a CERTIFIED FINANCIAL PLANNER™ in 2020 after completing two years of coursework in various financial planning topics at Bryant University.
Jenn Sokolowski joined Metis Wealth in 2017 and purchased the firm in 2022. She focuses on Financial Planning and managing client relationships. She came to the firm after six years of experience in management roles of increasing responsibility with one of the nation’s largest retailers. In addition to her educational background in Business Administration, she is a CERTIFIED FINANCIAL PLANNER™.
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.
Pat Sokolowski brings 20 years of experience working in the Registered Investment Advisory arena. She is currently a Financial Planner – a role that she thoroughly enjoys.
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.