Affordable, concierge level financial services for those who deserve more than an array of mutual funds or ETFs and are fed up with the costly alternative of traditional stock brokers. Need financial advice but not sure where to go? Stick to professionals with the CFP certification: the standard in financial planning.
With over 50 years of combined experience in investment management and financial planning we are seasoned professionals. Unlike other financial advisers who sell products, we sell only one thing: our advice. We help clients in two basic ways. The first is through fee-only financial planning. The second is through investment management.
With over 50 years of combined experience in investment management and financial planning we are seasoned professionals. Unlike other financial advisers who sell products, we sell only one thing: our advice. We help clients in two basic ways. The first is through fee-only financial planning. The second is through investment management.
Services
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.
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.I am the founder of Metis Wealth Management- an independent firm that I created to help clients define and achieve their goals.
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.I am the founder of Metis Wealth Management- an independent firm that I created to help clients define and achieve their goals.
Metis Wealth Management was established to provide honest and trustworthy financial advice. We believe everyone deserves access to an innovative balance of investment options and unbiased planning advice. We offer a broad range of portfolio management and financial planning solutions customized for your specific goals and life stage because investor's needs and priorities change over the course of their lives.
It's important to us to always be transparent about how much you will pay for our services. As a fee-only firm, we never receive any payment from anyone other than our clients. We do not earn commissions, kick backs, referral fees, etc. We work for our clients and no one else. Our full-service wealth management service gives you both ongoing financial planning and investment management services bundled together.
These questions tie directly into the goals you have for yourself and your family. We look at the available data- your cash flow, savings, insurance coverages, tax returns, will/trust documents and determine whether you are on track to reach your goals. If you are not on track to reach all your goals, we provide you with recommendations for changes that increase your chances of reaching those goals.
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