Business Details
Your Trusted Partner for Financial Planning Solutions
At SK Wealth, we are committed to empowering clients through fee-only financial planning and investment management. With decades of combined experience, our team of certified professionals prioritizes fiduciary responsibility, ensuring every recommendation aligns with your unique goals. We specialize in integrating financial planning, retirement strategies, and tax-efficient investing to deliver personalized solutions.Our transparent fee structure and client-centric approach distinguish us as trusted partners in building long-term wealth. By focusing on education, proactive planning, and sustainable investing, we help clients navigate complex financial decisions with confidence. Our mission is to simplify the intricate, providing clarity and stability for both individuals and businesses.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Corporate Retirement Plans
Sustainable Investing
Insurance Analysis
Education Funding
Wealth Transfer
Highlights and features
- We operate as fee-only fiduciaries with no hidden commissions.
- Our team includes CFPs, CPAs, and investment specialists with decades of experience.
- We integrate financial, tax, and estate planning into cohesive strategies.
- Transparent tiered fee structure based on assets under management.
- Proven process for corporate retirement plan design and administration.
Services
Financial Planning
Our financial planning services create actionable roadmaps for clients' financial futures. We analyze cash flow, retirement goals, risk management, and tax strategies to develop personalized plans. With CFP professionals and CPAs on staff, we ensure technical precision while maintaining focus on your life objectives and values.
Investment Management
We offer customized investment portfolios aligned with your risk tolerance and financial goals. Our approach combines active and passive strategies, emphasizing cost-effectiveness and diversification. Clients receive quarterly performance reports and ongoing portfolio adjustments to maintain strategic alignment with their financial plans.
Corporate Retirement Plans
We help businesses design and administer 401(k) and other retirement plans that meet employees' needs and fiduciary requirements. Our Retirement Guidepath process includes plan design, employee education, and annual benchmarking to ensure cost efficiency and compliance with regulatory standards.
Estate Planning
Our estate planning integrates legal and tax considerations to protect your assets and legacy. We collaborate with attorneys to address wills, trusts, and tax minimization strategies, ensuring your wishes are fulfilled while maximizing the value transferred to beneficiaries.
Tax Planning
We identify tax-efficient strategies to reduce liabilities across all aspects of financial planning. From investment tax-loss harvesting to retirement account conversions, our approach focuses on long-term tax efficiency while maintaining compliance with evolving tax regulations.
People
Jason E. Archambault
Chief Executive Officer
Jason founded SK Wealth to provide objective wealth management with a personal touch. As a CFP and CPA, he specializes in comprehensive financial planning for non-traditional families and serves on local financial planning councils.
Mackenzie Richards
Partner
Mac brings military discipline and strategic thinking to financial planning. He focuses on turning complex situations into actionable plans and leads financial education initiatives for younger planners in Rhode Island.
Matthew Neyland
Chief Investment Officer
With 25+ years in finance, Matthew oversees portfolio management. His expertise spans equities, fixed income, and alternative assets, combining global market insights with practical investment strategies for client portfolios.
Questions
What services does SK Wealth offer?
We provide financial planning, investment management, corporate retirement plans, estate planning, tax optimization, and sustainable investing solutions tailored to individual and business needs.
Are you fiduciaries?
Yes, we operate as fiduciaries with a fee-only structure, meaning we prioritize your interests without commissions or product sales incentives.
What is your investment minimum?
Our investment management services typically require $1 million in assets under management across all client accounts.
How are your fees structured?
Financial planning starts at $4,500. Investment management fees range from 0.40% to 1.50% annually based on asset tiers, billed quarterly.
Do you work with businesses?
Yes, we specialize in corporate retirement plan design, administration, and employee financial wellness programs for businesses of all sizes.
