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.
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.
As a member of the management team, Pat Sokolowski brings 20 years of experience working in the Registered Investment Advisory arena. She is currently the COO of the firm and the Senior Financial Planner – a role that she thoroughly enjoys.
Robert Sokolowski joined the Metis team in 2017. He is an Financial Planner and Assistant Portfolio Manager with the firm focusing on research and helping young professionals. Robert passed the CERTIFIED FINANCIAL PLANNER™ exam in November 2018 after completing two years of coursework in various financial planning topics at Bryant University.
Jennifer Sokolowski joined Metis Wealth in 2017. She is a Financial Planner and Relationship Manager focusing on helping younger clients in the wealth accumulation phase. 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 completed coursework for the CERTIFIED FINANCIAL PLANNER™ designation through Bryant University in 2017 and passed the CFP® exam in November 2018.
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.