Tomorrow and Today
The Power of AND
The average financial advice is full of too many somedays. While your life is lived TODAY. People don’t just invest in stocks, we all invest broadly: our time, our dreams, our intentions AND our money. The best financial decisions are powered by AND. We give you a map for your financial future AND a partnership to make all the critical decisions along the way.
Fee-Only
You’ll know what’ll happen and what it costs. As a fee-only advisor, we’ve got no hidden commissions or incentives.
Fiduciary Responsibility
We’re always on your side of the table. As fiduciaries we don’t do product sales.
Meet the Founder
Jason E. Archambault, CFP®, CPA/PFS created SK Wealth to build an independent, objective wealth management firm that took a uniquely personal view on financial decision making. In his work with clients and and our team, he sets the course for all that we do.
Tomorrow and Today
The Power of AND
The average financial advice is full of too many somedays. While your life is lived TODAY. People don’t just invest in stocks, we all invest broadly: our time, our dreams, our intentions AND our money. The best financial decisions are powered by AND. We give you a map for your financial future AND a partnership to make all the critical decisions along the way.
Fee-Only
You’ll know what’ll happen and what it costs. As a fee-only advisor, we’ve got no hidden commissions or incentives.
Fiduciary Responsibility
We’re always on your side of the table. As fiduciaries we don’t do product sales.
Meet the Founder
Jason E. Archambault, CFP®, CPA/PFS created SK Wealth to build an independent, objective wealth management firm that took a uniquely personal view on financial decision making. In his work with clients and and our team, he sets the course for all that we do.
Financial Planning
More Than Getting To Retirement
Planning is an active verb. While a lot of advisors do it once as a way to justify moving your assets, our planning is the active part of every conversation we have. We plan to balance today AND tomorrow. Risk AND possibility. Technical AND strategy concerns.
Our credentialed team of professionals are here to partner with you every step of the way.
Company Retirement Plans
SUPPORT YOUR EMPLOYEES, BUILD YOUR CULTURE
Company culture isn’t ping pong tables and kombucha machines, it’s how your treated and the future you make together. Central to that is an easy to use and well-supported retirement plan.
Our Retirement Guidepath process serves you AND your team through plan design and ongoing administration and advice for your employees.
COMPANY RETIREMENT PLANS
SUPPORT YOUR EMPLOYEES, BUILD YOUR CULTURE
Company culture isn’t ping pong tables and kombucha machines, it’s how your treated and the future you make together. Central to that is an easy to use and well-supported retirement plan.
Our Retirement Guidepath process serves you AND your team through plan design and ongoing administration and advice for your employees.
Investment Management
INVESTING FOR IMPACT
Whether it is the long-term effects money can have on your family life or choosing your investments with a social conscious, we partner with you to integrate the what—investments and tax strategies—AND the why—money as the vehicle for living with purpose.
Meet our Chief Investment Officer
With nearly 25 years experience, Matthew M. Neyland, CFA, CAIA, oversees all portfolio management at SK Wealth, offering expertise on a wide variety of investment security types including equities, fixed income, and alternative assets.
Investment Management
Investing for Impact
Whether it is the long-term effects money can have on your family life or choosing your investments with a social conscious, we partner with you to integrate the what—investments and tax strategies—AND the why—money as the vehicle for living with purpose.
Meet our Chief Investment Officer
With nearly 25 years experience, Matthew M. Neyland, CFA, CAIA, oversees all portfolio management at SK Wealth, offering expertise on a wide variety of investment security types including equities, fixed income, and alternative assets.
