Merger of Sokolowski Investment Advisors and Nostrand Financial Planning

The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.
Ben Nostrand and Roy Sokolowski
Ben Nostrand and Roy Sokolowski
Jan. 10, 2013 - PRLog -- Burlington, Vermont- Benjamin Nostrand of Nostrand Financial Planning has joined Sokolowski Investment Advisors effective January 2, 2013.  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.  “Our firm was established in 1998. 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.  Nostrand worked for State Street Bank, Fidelity and Putnam before founding his own firm in 2008.

WestView Investment Advisors provides fee-only, independent financial management and planning services to families, small businesses, non-profits and endowments.
Email:*** Email Verified
Tags:Investment, Financial Planning, Management, Fee-only, Fiduciary
Location:Burlington - Vermont - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse

Like PRLog?
Click to Share