About Us

Trusted Financial Partners for Your Retirement Journey

Independent, Fee-Only Financial Planning in Bluffton & the Lowcountry

As an independent, fee-only wealth advisory firm, we combine institutional-level financial acumen with personalized care. From tailored investment portfolios to comprehensive retirement distribution strategies, our plans are built to protect your assets, minimize lifetime taxes, and bring clarity to your life’s next chapter.

Jenn Sokolowski, CFP®

Owner & Financial Planner

Jenn brings a structured, analytical discipline and a genuine passion for client education to every financial plan. After a successful 6-year career at Target Corporation, including overseeing facilities management for 23 stores in the Dallas-Fort Worth area as a Property Management Business Partner, she found her true calling in financial planning.

Drawn to personal financial planning, Jenn relocated to the Lowcountry in 2017 to help individuals and families translate their life savings into sustainable retirement security. She achieved her CERTIFIED FINANCIAL PLANNER® designation in 2020. Jenn specializes in comprehensive retirement planning, tax-conscious cash flow modeling, Social Security timing, and healthcare cost forecasting.

When she is not working with clients at our Bluffton office, Jenn enjoys spending time with family, running, and exploring the outdoors across the coastal Lowcountry.

Robert Sokolowski, CFP®

Owner & Investment Manager

Robert directs portfolio construction and investment management strategies at Metis Wealth Management. His background as a Production Controller at Target Corporation, where he managed the operations of a 1.6 million square foot distribution facility, gave him invaluable experience in coordinating teams, managing resources, and driving financial performance.

After relocating to Bluffton in 2017, Robert earned his CERTIFIED FINANCIAL PLANNER® designation in 2020. He applies prudent portfolio management and asset location principles specifically tailored for retirees, focusing on low-cost diversification and tax-efficient withdrawal sequences.

Outside of market research and economic analysis, Robert spends his downtime golfing Lowcountry courses, working on their hobby farm, and spending time with his family.

The Metis Difference

Our name reflects our approach: In Greek mythology, Metis was the Titaness of wisdom, planning, and cunning intelligence. That philosophy governs every client relationship and portfolio strategy we build.

  • 100% Fee-Only Fiduciary Standard: As fiduciaries, we never accept commissions, sales loads, or third-party incentives. Our guidance is uncompromised and centered entirely on your best interests.

  • Engineering-Grade Analytical Precision: We replace guesswork with institutional-grade forecasting, multi-scenario stress tests, and forward-looking tax evaluations.

  • Direct Access to Your CFP®: You work directly with Jenn and Robert, not junior associates, outsourced account managers, or call centers.

  • Rooted in the Lowcountry Community: Headquartered on Red Cedar Street in Bluffton, we understand the local tax climate, regional lifestyle costs, and the unique retirement needs of coastal South Carolina residents.