AdFi
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SK Wealth Management, LLC

SEC Registered

How do you live with intention?

Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
1206

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.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Areas of expertise

Fee-onlyFiduciaryFinancial PlanningInvestment ManagementCorporate Retirement PlanningESG InvestingSustainable InvestingWealth ManagementActive And Passive ManagementCFPCPA/PFS+2 more

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.

Retirement PlanningInvestment ManagementFinancial Planning

Who they serve

Families and individuals seeking wealth planning, as well as companies seeking corporate retirement plan support for their employees.

Leadership

Jason Eric Archambault
CEO, CHIEF COMPLIANCE OFFICER
David A. Gobeille
MEMBER
Craig M. Bilodeau
MEMBER
Jason Manuel Da Ponte
MEMBER

Office locations

1 office in 1 state
RI
ProvidenceHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#109114
SEC Number
801-56304
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $500,000 (waivable)

Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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SK Wealth Management in Providence, RI - Fees & Services