SK WEALTH MANAGEMENT, LLC
SEC RegisteredHow do you live with intention?
About the firm
SKWealth Management, LLC is a fee-only personal financial planning and investment management firm based in Providence, Rhode Island. Founded by Jason E. Archambault, CFP®, CPA/PFS, the firm operates as an independent, objective wealth management firm that takes a uniquely personal view on financial decision making. Their sister company is Sansiveri, Kimball & Co., LLP, a business consultancy and accounting firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and corporate retirement planning. Investment management uses a combination of active and passive management strategies, including sustainable and impact investing incorporating ESG criteria, with a suggested minimum of $1,000,000 in assets under management.
Who they serve
Families and individuals seeking wealth planning, as well as companies seeking corporate retirement plan support for their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 140 | $64M |
| High Net Worth Individuals | 179 | $574M |
| Charitable Organizations | 3 | $1.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SK WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.