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.
“I am very proud of the professional team that we have assembled at our firm. To a person, they are extremely hardworking, trustworthy and dedicated to helping our clients.” Roy Sokolowski, President
The WestView Investment Advisors team has grown and developed over the years from the small two-person firm that Roy and Pat Sokolowski started in 1998 to a team of nine, with five in Burlington, Vermont and four in the Hilton Head Island, South Carolina office. Our South Carolina office looks forward to serving those in Hilton Head, Bluffton, Beaufort, Savannah, Charleston and beyond! We understand how busy you are, so we can meet virtually, in our our office or we can come to you. Our goal is to help simplify your life.
What has not changed is our dedication to provide superior personal service in the financial planning and investment management field. We train and develop our staff in-house so that all personnel at WestView have the same client-centric focus. We are independent and passionate about what we do.
In your relationship with us you will most likely interact with all members of our team. As Investment Manager, Roy Sokolowski is responsible for the portfolios and the investment decisions of the accounts that we manage. Pat Sokolowski is the Senior Financial Planner for the firm and works with clients to analyze and help them achieve their financial goals. Robert and Jennifer Sokolowski provide operational support to existing clients and are helping our Young Professional clients and families who are in the wealth accumulation phase. We work together to help you achieve your goals.
“I started WestView Investment Advisors in 1998 because I knew that there had to be a better way to help clients.” Roy Sokolowski, President
The mission of WestView Investment Advisors is to help our clients define and achieve their financial goals. 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.
Founded by Roy Sokolowski in 1998 and joined by Ben Nostrand in 2013, Westview has grown to a staff of 8 advisors who are collectively responsible for the services that we provide. We are independent, client-focused and passionate about what we do.
“The financial planning process allows us to get to know you on a personal level. We use this knowledge to custom tailor solutions that match your values and your goals.” Pat Sokolowski, Vice President
We take a long-term approach and build balanced diversified portfolios at the appropriate risk levels for our clients. Over time this helps reduce volatility and, more importantly, it keeps people invested through the ups and downs of the market. An important part of our job is behavior management; we aren’t necessarily trying to outperform the markets in any one quarter. Rather, we are trying to help you achieve your long-term financial goals. We believe that portfolios can be constructed with real stocks, bonds, ETF’s and cash and these asset classes can be used to minimize costs.
“Twenty years later I am still convinced that the best way to provide financial services is through a planning-based model as an independent advisor.” -Roy Sokolowski, President
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.
“I love helping our clients and feel that our services genuinely help them achieve their goals. It is an honor to be a part of their lives.” Pat Sokolowski, Vice President
Because we are a planning-based Investment Advisory firm we assist clients over a wide range of financial areas from retirement planning, to charitable giving, to small business counseling and estate planning. Underlying everything is our desire to help clients with their financial goals and answer their questions at whatever their point in life. A broad understanding of your personal finances allows us to step into your shoes. This is particularly helpful in the implementation phase; our understanding of your finances enables us to manage your portfolios as you would want with your goals in mind.
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.