Jason E. Archambault

CFP®, CPA/PFS, Managing Member

401-331-1575 (main) | 401-752-0578 (direct)
jarchambault@skwealth.com
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Jason is a founder and Managing Member of SKWealth 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 SKWealth Management Investment Committee.

Jason provides 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™ in court trials. Jason also specializes in providing financial planning services to non-traditional couples and families.

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 and Civic Involvement
Allinial Global Wealth Management Community of Interest, member
American Institute of Certified Public Accountants; member
Estate Planning Council of Rhode Island, member
Financial Planning Association; member
Rhode Island Financial Planning Association, member
Rhode Island Foundation Professional Advisory Council, three-year term
Rhode Island Society of Certified Public Accountants, member
PridePlanners, member
The Point Foundation, committee member
The University Club, member
South End Historical Society, member
Isabella Stewart Gardner Museum, member