Metis Wealth Management and Planning

Metis Wealth Management and Planning Concierge-level financial services for those who deserve more.

We are a fee-only Registered Investment Advisory Firm providing customized portfolio management and comprehensive financial planning for our clients.

We published our Q2 newsletter last week. In it, we discuss the latest market updates and how to feel more comfortable t...
07/14/2026

We published our Q2 newsletter last week. In it, we discuss the latest market updates and how to feel more comfortable transitioning to retirement.

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

Retirement is a major transition. How do you go from saving to spending overnight?
07/01/2026

Retirement is a major transition. How do you go from saving to spending overnight?

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

We have received several questions recently from clients asking for our opinion on precious metals. Prior to Friday’s dr...
02/03/2026

We have received several questions recently from clients asking for our opinion on precious metals. Prior to Friday’s drop in price, gold had risen about 92% in the past year. Silver was up over 265% in the same period. Both metals experienced large corrections on Friday the 30th with gold falling 10.3% and silver falling 28.5%. So, what’s going on with these metals?

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

There are many tax and retirement changes in 2026. This blog provides a brief overview of the changes that have the grea...
01/15/2026

There are many tax and retirement changes in 2026. This blog provides a brief overview of the changes that have the greatest impact on personal finance.

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

Our Q4 Newsletter is out, and it offers many forward-looking insights for 2026!
01/13/2026

Our Q4 Newsletter is out, and it offers many forward-looking insights for 2026!

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

In speaking with clients recently, many are asking if we think the stock market is in a bubble. While this is a very dif...
11/05/2025

In speaking with clients recently, many are asking if we think the stock market is in a bubble. While this is a very difficult question to answer, it’s easy to understand why this question is coming up so frequently - the S&P 500 is amid its third consecutive calendar year of stellar returns (though anything could happen between now and year-end).

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

Check out our latest newsletter!
11/03/2025

Check out our latest newsletter!

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

Since the passing of the “One Big Beautiful Bill Act” (OBBBA) on July 4th, a popular talking point has been about Social...
10/22/2025

Since the passing of the “One Big Beautiful Bill Act” (OBBBA) on July 4th, a popular talking point has been about Social Security no longer being taxed. Indeed, some taxpayers may no longer pay federal income tax on their Social Security benefits; but it is not the case that Social Security benefits are no longer taxable. Some seniors will be paying less income tax because of OBBBA, but not everyone.

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

We are excited to share that we just finished a complete redesign of our website!
04/04/2025

We are excited to share that we just finished a complete redesign of our website!

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

Robert has been sharing these charts with clients over the past few months and decided to write a short blog explaining ...
05/02/2023

Robert has been sharing these charts with clients over the past few months and decided to write a short blog explaining them. They put a down market into perspective over the long term.

The S&P 500 hit its all-time high on January 3rd, 2022. That was 16 months ago, and while the market has rallied significantly off the October 2022 lows, the index still sits about 13% below that January 2022 high. Bear markets are always difficult to endure, but they are a fact of life in investing

Address

5 Red Cedar Street , Suite 201
Bluffton, SC
29910

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

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