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, The Integrated Financial Advantage™, 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.
If you have a friend or family member that you believe can benefit from SKWealth’s services, just enter their name and contact information below. For every referral who becomes a client, SKWealth will make a $50 donation in your name to this year’s selected charity, the Civic Leadership Fund of the Rhode Island Foundation located in Providence, Rhode Island.
The Civic Leadership Fund allows the Rhode Island Foundation to go beyond their traditional grantmaking to quickly and directly tackle the day’s most important issues. With the Civic Leadership Fund, the Rhode Island Foundation supports work such as examining issues by commissioning research, creating conversations through public affairs programs, advocating for policy change, and convening leaders to incubate ideas to craft solutions to the state’s current needs. We encourage you to visit www.rifoundation.org when you have a moment to learn more about this worthy organization.
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We respect your family and friends' privacy. Under no circumstances will SK Wealth Management, LLC use their personal information for any purpose other than informing them about our services.