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.
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Steve provides personal financial plans for new and existing high net worth clients. He advises individuals on the latest in tax and estate planning strategies; retirement, insurance, charitable, and college planning, as well as other key financial short-term and long-term goals.
Steve helps clients develop investment strategies, emphasizing proper asset allocations, and establishes balanced, well-diversified portfolios that are tailored to individual’s risk capacity and risk tolerance. Steve is a member of the SKWealth Investment Management Committee.
Rhode Island College, Master of Professional Accountancy – Personal Financial Planning, magna cum laude
Rhode Island College, Certificate in Graduate Studies – Financial Planning, magna cum laude
University of Massachusetts Dartmouth, Bachelor of Science degree in Accounting, cum laude
CFP®-CERTIFIED FINANCIAL PLANNER™
Current Professional Affiliations and Charitable and Civic Involvement
Financial Planning Association; member
Rhode Island Financial Planning Association, member