Michael A. DeCataldo

CPA/PFS, CFP®, MST, Managing Member

401-331-1575 (main) | 401-752-0571 (direct)
mdecataldo@skwealth.com
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Michael DeCataldo is a founder and the managing member of SKWealth Management, L.L.C., and the managing partner at Sansiveri, Kimball & Co., L.L.P. (Sansiveri), certified public accountants and business advisors. Since 1983, he has been advising Sansiveri clients in the areas of tax, accounting and financial planning. Michael specializes in advising high net-worth individuals and closely held corporations in the areas of retirement, estate, gift, financial and business-succession planning.

Michael provides comprehensive financial planning and investment advisory services. He works with clients to establish a financial blueprint to address their goals and objectives, incorporating their individual tax, estate and retirement planning needs. He stresses proper asset allocations and the construction of a balanced, well-diversified portfolio, tailored to clients’ specific goals and objectives. Michael is a member of the SKWealth Management Investment Committee.

Michael also offers sound analysis of the current tax environment to provide his business clients with maximum opportunities for minimizing tax liabilities. He also works closely with clients to address compliance issues involving the Internal Revenue Service.

Education
Bryant University, Master of Science in Taxation degree
Bryant University, Bachelor of Science degree in Accounting, summa cum laude
Credentials
CFP®-CERTIFIED FINANCIAL PLANNER
CPA-Certified Public Accountant, RI
MST-Master of Science in Taxation
PFS—Personal Financial Specialist
Current Professional Affiliations and Charitable and Civic Involvement
American Institute of Certified Public Accountants; member
Bristol County Savings Bank, corporator
Financial Planning Association; member
Mariposa Center, treasurer
Northern Rhode Island Chamber of Commerce, board of directors
Providence Foundation, Finance Committee
Rhode Island Commodores, member
Rhode Island Society of Certified Financial Planners, member
Rhode Island Society of Certified Public Accountants, member
St. Roberts Financial Council