Sokolowski Investment Advisors and Nostrand Financial Planning merge
|January 30, 2013||Filled under Business, Finance||
Benjamin Nostrand of Nostrand Financial Planning, a company previously based in Charlotte, has joined Sokolowski Investment Advisors, a former Shelburne business, effective Jan. 2. The new combined firm, WestView Investment Advisors, has in excess of $90 million in assets under management.
According to Roy Sokolowski, CEO of WestView Investment Advisors, this announcement was many years in the making. “We were looking for the right individual to add investment management depth to our growing firm. Ben’s background of 25 years in the financial industry was spot-on and, more importantly, he shared our client centered values.” For Nostrand, the firm’s Chief Investment Officer, the merger provides his clients with immediate access to a seasoned staff of professionals in a mid-sized Registered Investment Advisor environment.
WestView Investment Advisors provides fee-only, independent financial management and planning services to families, small businesses, non-profits, and endowments.