Business Details
Your Trusted Financial Partner in Providence, RI
At SK Wealth, we are dedicated to empowering clients through comprehensive financial planning and investment management. Our fee-only structure ensures transparency and aligns our interests with yours, eliminating conflicts of interest. With decades of combined experience, our team of certified professionals specializes in crafting personalized strategies that address retirement planning, estate management, tax efficiency, and sustainable investing. We operate as fiduciaries, prioritizing your financial well-being above all else. Our approach integrates active and passive investment management to build resilient portfolios tailored to individual goals.We serve clients in Providence, Rhode Island, and beyond, offering both individual and corporate retirement solutions. By focusing on long-term partnerships, we help clients navigate complex financial decisions with confidence. Our commitment to education and ongoing support ensures clients remain informed and empowered throughout their financial journey. Through the SK Wealth Podcast, we share insights to simplify financial complexity and promote informed decision-making.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Corporate Retirement Plans
Sustainable Investing
Education Funding
Insurance Analysis
Portfolio Management
Highlights and features
- We operate as fiduciaries with a fee-only structure ensuring unbiased advice
- Our team includes CFPs, CFA charterholders, and CAIA professionals with decades of experience
- We offer integrated wealth planning combining financial, tax, and estate strategies
- Our investment approach blends active and passive management for optimal portfolio resilience
- We provide corporate retirement plan solutions with ongoing fiduciary guidance
Services
Financial Planning
Our comprehensive financial planning services help clients define and achieve their financial goals through personalized strategies. We address retirement, estate, tax, and education planning while emphasizing long-term financial security. Our certified professionals create actionable roadmaps tailored to individual circumstances and risk tolerance levels.
Investment Management
We offer customized investment management solutions combining active and passive strategies to optimize portfolio performance. Our approach focuses on diversification, risk management, and tax-efficient investing while maintaining a fee-only structure that aligns with client interests.
Corporate Retirement Plans
We help businesses establish and maintain retirement plans through our Retirement Guidepath process. Our services include plan design, fiduciary guidance, employee education, and annual benchmarking to ensure compliance and effectiveness for both employers and employees.
Estate Planning
Our estate planning services focus on preserving wealth for future generations while minimizing tax implications. We collaborate with legal professionals to create comprehensive strategies that address incapacity planning, asset distribution, and legacy goals.
Sustainable Investing
We offer environmental, social, and governance (ESG) investment options that align with clients' values while maintaining financial objectives. Our approach identifies companies with strong sustainability practices across various asset classes.
People
Jason E. Archambault
Chief Executive Officer
Jason founded SK Wealth to create an independent wealth management firm focused on personalized financial decision-making. With dual CFP and CPA/PFS certifications, he specializes in comprehensive financial planning for non-traditional families and complex estates.
Matthew M. Neyland
Chief Investment Officer
With over 25 years of experience, Matthew oversees all investment activities at SK Wealth. As a CFA and CAIA charterholder, he manages portfolios across equities, fixed income, and alternative assets while teaching finance at Johnson & Wales University.
Mackenzie Richards
Partner
Mac works with clients to transform financial goals into actionable plans. A CFP and CPWA professional, he previously served in the U.S. Marine Corps and leads the Rhode Island Financial Planning Association as board chair.
Kerry O'Shea
Operations Manager
Kerry manages SK Wealth's operational procedures and client services. With FPQP and CRPS designations, she ensures accurate portfolio reporting and oversees the client onboarding process with over two decades of financial services experience.
Andrew Cayer
Client Relationship Manager
Andrew brings extensive fee-only planning experience to SK Wealth. As a CFP professional, he develops comprehensive financial roadmaps while maintaining active involvement in local financial planning associations and professional networks.
Questions
What services does SK Wealth offer?
We provide financial planning, investment management, retirement planning, estate planning, tax optimization, corporate retirement solutions, and sustainable investing strategies.
Are you fiduciaries?
Yes, we operate as fiduciaries and are legally obligated to act in our clients' best interests at all times.
What is your investment approach?
We combine active and passive management techniques to create diversified portfolios tailored to individual risk profiles and financial goals.
Do you work with businesses?
Yes, we offer corporate retirement plan services including plan design, fiduciary guidance, and employee financial wellness education.
How are your fees structured?
We use a tiered asset-based fee schedule for investment management and fixed fees for financial planning services, with full transparency.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Chartered Alternative Investment Analysts (CAIA).
