SK Wealth Management, LLC

SK Wealth clients experience a financial peace of mind by participating in an engaging, evergreen, fee-only financial planning process that serves as a foundation for protecting and growing portfolios. This holistic approach allows for the making of very informed decisions and provides a level of trust and confidence.

SK Wealth Management is a Providence, Rhode Island based firm providing fee-only financial planning and investment management services that reach beyond traditional expectations. Whether your present goal is to fund education, save for retirement or long-term healthcare, or merely to coordinate your financial and estate plans, you need a comprehensive road map that will stand the test of time.

Our team is comprised of engaged and enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. To ensure you receive the best advice possible, you will work with a team of Certified Financial Planners™ and Certified Public Accountants. In addition, our sister company is Sansiveri, Kimball & Co., LLP – a business consultancy and public accounting firm. Combine our in-house professionals with our extensive network of attorneys, insurers, and specialists in a wide range of disciplines, we are prepared to proactively address your issues with an integrated, multi-pronged approach.

Unlike other financial planning firms, SK Wealth does not receive commissions. Our fee-only philosophy ensures that only the most appropriate financial products will be selected to fit your particular situation and profile. We represent you-not the financial services industry.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

50 Holden Street Providence, RI 02908 Phone: (401) 331-1575

Primary Office

50 Holden Street Providence, RI 02908 Phone: (401) 331-1575