As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, The Integrated Financial Advantage™, is here to help you make informed decisions that will benefit your future.
Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy ensures your needs are our top priority.
Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.
Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.
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Our team of Certified Financial Planners, Certified Public Accountants and other professionals look beyond “The Big Picture” to establish your personal financial objectives.
SKWealth Podcast – Episode 7 The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. In this episode, Matthew Neyland, CFA, CAIA will be joined by
We are adding to our team! SKWealth is currently seeking a qualified individual to serve as a Financial Paraplanner to work as part of our team to assist with the generation of comprehensive financial plans and provide planning and administrative support to the team. In this important role, you will: Prepare materials and attend…
Jason Archambault, Managing Member of SKWealth, recently received recognition from the Rhode Island Foundation for his service on the Foundation’s Professional Advisory Council (PAC). Jason completed a three-year term on the PAC, providing valuable input and guidance as to how the Rhode island Foundation may better serve their donors and Rhode Island’s communities, as well as a…
SKWealth Podcast – Episode 6 In this episode, we shift gears from our last podcast discussion on the impact of the new Tax Cuts and Jobs Act to individual taxpayers, and discuss how the Act affects small and medium sized businesses. The Act has been touted as a clear win for U.S. businesses, and while that…
The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. In this episode I will be joined by Mike Arone, Managing Direct and Chief Investment Strategist at State Street Global Advisors and Steve Antunes, a certified financial planner and relationship manager at SK Wealth. Steve’s client base is diverse and he gets a broad exposure to a variety of client views and concerns.
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Matthew M. Neyland, CFA, CAIA, Director of Investments
Sansiveri offers audit, accounting, business consulting, valuation, forensic, and tax compliance and consulting services.