Jason E. Archambault

CFP®, CPA/PFS, Co-Managing Member

Jason is a founder and Co-Managing Member of SK Wealth Management, L.L.C. and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SK Wealth Management Investment Committee.

Jason provides comprehensive financial planning advice for estate, retirement, insurance, charitable, and college planning, as well as other key financial issues. Jason helps clients develop investment strategies emphasizing proper asset allocations, and establishes balanced, well-diversified portfolios that are tailored to individuals' goals and needs that have been identified during the financial planning process. He has testified as an expert witness as a CERTIFIED FINANCIAL PLANNER ^TM in court trials.

Education

• Bryant University, Bachelor of Science degree in Business Administration.

Credentials

• CFP®-CERTIFIED FINANCIAL PLANNER
• CPA-Certified Public Accountant
• PFS-Personal Financial Specialist

Current Professional Affiliations and Charitable/Civic Involvement

• American Institute of Certified Public Accountants, member
• Financial Planning Association, member
• Rhode Island Financial Planning Association, member
• Rhode Island Society of Certified Public Accountants, member