Brian Sokolowski, CFA
Independent and Personalized Wealth Management
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Serving Clients Nationwide
Independent and Personalized Wealth Management
Areas of Focus
- Alternative Investments
- Budgeting
- Buying a House
- Capital Gains
- Education Funding
- Education Tax Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Health Care Planning
- Investing
- Investment Management
- Job Loss
- Money Psychology
- Prioritizing Money
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Brian Sokolowski, CFA
Brian Sokolowski’s broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management.At his prior firm, Brian was responsible for investment strategy, leading the equity research effort and team, and managing two of the firm’s equity strategies including the flagship investment offering, with assets in excess of $1 billion. In addition, Brian has extensive experience helping individual and institutional clients meet their investment and financial goals through asset allocation and financial planning strategies.
Brian’s prior work experience includes Cambridge Trust Company and Fidelity Investments. Brian received a BA in History from Fairfield University and an MBA from Babson College. Brian is a member of the Boston Security Analysts Society and a CFA charter holder.
He lives outside of Boston with his four children, and enjoys outdoor activities, coaching his kids’ sports teams and reading history books.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
266 Main St. Suite 19B Medfield, MA 02052
Additional Locations
📍 6 Felton Lane, West Newbury, MA 01985
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a free consultation to discuss your questions, concerns, and any immediate financial needs you are looking to address. This will help you determine if our financial advice service is the right fit for your unique financial situation. I look forward to speaking with you.Offers Investment Management
Yes
About Bluebird Wealth Management
There is no one-size-fits-all solution when it comes to managing personal finances. Understanding the needs and preferences of each client is the most important part of our financial advice service.ABOUT US
✅ INDEPENDENT: Bluebird Wealth Management is privately owned and is not affiliated with a larger institution. We do not receive commissions or other payments from an employer or product provider. The sole focus of our advisors is to provide objective financial advice, not sell financial products.
✅ PERSONALIZED: While we adhere to our investment philosophy and disciplined investment process, we build portfolios and financial plans to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio and adapt our approach to meet these objectives.
✅ FIDUCIARY: As a Fiduciary, Bluebird Wealth is legally bound by the standards outlined in the Investment Advisers Act of 1940. We must always act in the best interest of our clients. Our commitment to integrity and crystal-clear transparency gives our clients peace of mind when making important financial decisions.
Education
Babson F.W. Olin Graduate School of Business, MBA, Finance, General
Hobbies and Interests
- Family
- Reading
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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