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.