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, SKWealth 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.
Additional divorce financial resources are available here to provide you with other options and/or information that may be helpful to you and your situation. Should you have questions, please contact one of our divorce professionals at 401-331-1575.
The Association of Divorce Financial Planners (ADFP) is the premier professional membership organization for Divorce Financial Planners, allied divorce professionals, and students seeking advancement and development in a growing, dynamic profession. ADFP members are held to high educational, professional, licensing, ethical, and compliance standards, demonstrating a true commitment to professional client service.
The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Search for a CDFA professional in your area.
The Mediator Directory of the Rhode Island Mediators Association offers a list of independent, trained Mediators including the most experienced and dedicated “Advanced Mediators” in Rhode Island.
The Rhode Island Bar Association provides a wide range of public services from helping individuals choose a lawyer and guidance on a range of legal issues.
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