400 Main St., Ste 200G
Hilton Head Island, SC 29926 - Beaufort County
(843) 271-6088
Although he had a successful career as a Financial Consultant for Merrill Lynch, Sokolowski felt that there had to be a better way to serve his clients. This prompted him to form his own company - an independent, fee-only, Registered Investment Advisory firm. He was quickly joined by Pat Sokolowski, who is the firm's Senior Planner. Rounding out the team are Jennifer and Robert Sokolowski who are servicing the young professional segment of the business. As a planning-based investment advisory firm Metis is able to assist clients in a wide range of financial areas from retirement planning and charitable giving to small business counseling and estate planning.
About Metis Wealth Management & Planning:
Although he had a successful career as a Financial Consultant for Merrill Lynch, Sokolowski felt that there had to be a better way to serve his clients. This prompted him to form his own company - an independent, fee-only, Registered Investment Advisory firm. He was quickly joined by Pat Sokolowski, who is the firm's Senior Planner. Rounding out the team are Jennifer and Robert Sokolowski who are servicing the young professional segment of the business. As a planning-based investment advisory firm Metis is able to assist clients in a wide range of financial areas from retirement planning and charitable giving to small business counseling and estate planning.
Categories: Financial Consulting Services, Inventory Management Services, Asset Management, Financial Planning Consultants Certified, Financial Advisory Services, Financial Planning Consultants Personal and Retirement Planning Services
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