Fee Only
We never earn a commission and we don’t sell products. As fee-only advisors, we sell our time and expertise. Our incentive is to provide you with the best possible service.
Fiduciary
It’s the highest standard for the industry and it is something we take very seriously. We have a legal and ethical obligation to act in your best interest.
Independent
Brokers work for the brokerage and some advisors who appear independent are not. We are local, independent advisors who only work for you.
CFP® Professional
Need financial advice but not sure where to go? Stick to professionals with the CFP® certification: the standard in financial planning. CFP® professionals have the 4 E’s: Education, Examination, Experience and Ethics.
Personalized
When we make recommendations, we put ourselves in your shoes. We dedicate time to get to know you at the outset which allows us to match our services to your goals and values.
Experienced
With over 50 years of combined experience in investment management and planning we are seasoned professionals looking forward to helping you. As we train and develop the next generation we look forward to continuing our level of service and expertise to our clients.
What We Do
We are dedicated to helping our clients define and achieve financial success. People come to us for planning when they are looking for answers. Often this happens at transition points: a divorce, the death of a spouse, marriage, birth of a child, graduation from college, receiving an inheritance or onset of retirement. It is at these critical times that they need a financial partner. With Certified Financial Planners™ on staff we can provide analysis and recommendations that bring the answers and support needed to move forward.
Investment Management
Tailored to your goals, time lines and risk tolerance we create a portfolio that is unique to you. We use our expertise and research to develop and maintain sophisticated, tax efficient portfolios, so you don’t have to. Whether you are looking for income streams in retirement or a diversified growth portfolio we can meet your goals.
Financial Planning
The planning process is a collaboration. We start by listening to your goals and needs; from there we develop a road map together that considers all the moving pieces of your financial life. You decide what you need from us – we can help along the way as much or as little as you need. Our goal is to help you achieve your goals.
Retirement Planning
Everyone wants to retire someday, but no two retirements look the same. You need a customized plan to retire where you want, when you want and doing the things that you love in retirement.
Simplifying Your Life Through Financial Planning
Over the last few years, the term fiduciary has become more widely used and understood, but WestView Investment Advisors has been acting as a fee-only fiduciary for our clients for over 20 years. Founder, Roy Sokolowski, believed it was the best way to provide wealth management services and the only way that he was comfortable with. WestView was conceived to provide clients with the best service in the most ethical way possible.
Hilton Head Financial Planners
A Different Approach to Financial Planning
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 part of the recent company expansion, Roy is responsible for managing the WestView Investment Advisors branch office in Hilton Head, SC and looks forward to welcoming new clients.
Financial Planning & Investment Management in Hilton Head Island
We help families and small business owners simplify and improve their financial lives and eliminate some of the stress surrounding money and finances. Westview Investment Advisors 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.
Committed to You
We are committed to acting in your best interest. We get there by asking meaningful questions and being genuinely interested the story of your life.
Engaged
It’s the joy of watching others succeed, knowing we’ve gone the extra mile to coach you through to a place of reassurance and comfort.
Transparent
We believe you should understand how much you are paying and what you are paying for. We don’t sell products, and have no hidden agendas.
Independent
Our firm is founded on the principle of independence – independently owned, independent research and most importantly, independent recommendations.
Meet The Team
Roy W. Sokolowski
President and
Investment Manager
Pat Sokolowski, CFP®
Vice President
and Senior Financial Planner
Robert Sokolowski
Investment
Advisor
Jennifer Sokolowski
Investment
Advisor
Our Story
WestView Investment Advisors was the brainchild of company founder Roy Sokolowski. Roy started his career in finance joining Paine Webber as a financial consultant. Over his tenure with Paine Webber and later Merrill Lynch, he managed clients through the crash of 1987 and the long bull market of the 1990’s. While this was valuable experience, Roy also discovered that the commission-based model was not for him. Intuitively he felt that there had to be a better way to serve his clients. This prompted him to form his own company (originally branded as Sokolowski Investment Advisors) as an independent, fee-only Registered Investment Advisory Firm in 1998 where he could place the clients’ best interests above all else.
Also joining the newly formed company in 1998 was Pat Sokolowski (wife and business partner) who started as the firm’s Operations Manager. Pat helped build the business over the next several years while taking on increasing responsibilities. Pat and Roy realized early on that the best way to serve clients was to provide comprehensive services that paired financial planning based on the clients’ goals with asset management services that matched the plan. In 2007 Pat earned her CERTIFIED FINANCIAL PLANNER™ designation allowing this strategy to flourish.
The company continued to grow and expand in Burlington, Vermont. In 2017 Roy and Pat decided to spearhead a second (and warmer!) location in Hilton Head Island, SC where they are currently working.
Our Goal Is Simple
To help our clients define and achieve their financial goals while building trust and long-term relationships and eliminate some of the stress surrounding money and finances.
Our Philosophy
We believe the best way to provide financial services is through a planning-based model as an independent investment advisor. Brokers and insurance agents may appear to provide the same services but there are inherent differences and often conflicts of interest. We are full-time fiduciaries and are passionate about helping our clients and acting in their best interests; we sell no “product”, no annuities, no insurance and receive no commissions. We begin our journey together by getting to know our clients through a financial plan and risk assessment and use the plan to measure our success along the way.
Our goal is to provide the best advice and financial service possible. We believe in a client-first culture. With this in mind, we spend time up front getting to know our clients and their unique goals and circumstances. Because everyone is unique we customize our approach and adjust the services that we offer to each client.
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