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.
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.
Brokers work for the brokerage and some advisors who appear independent are not. We are local, independent advisors who only work for you.
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.
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.
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.
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.
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.
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.
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.
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.
and Senior Financial Planner
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.
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.