Jason E. Archambault, CFP^®

CPA/PFS

Chief Executive Officer

SK Wealth Management, LLC

50 Holden Street, Suite 200
Providence, RI 02908

FINANCIAL ADVISOR'S WEBSITE

https://skwealth.com

(401) 331-1575

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

You will experience a financial peace of mind by participating in an engaging, evergreen, fee-only financial planning process that serves as a foundation for protecting and growing portfolios and making very informed decisions.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Jason Archambault is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SK Wealth Management, LLC in Providence, RI and the surrounding communities.

Financial Advisor Overview

At SKWealth, our fee-only planning process allows our clients to make the most informed financial decisions. We are a boutique firm that offers custom financial planning services, performed by a team of enthusiastic, well-credentialed (CFP, CPA/PFS, CFA, CDFA, CAIA, RP) professionals that have the resources of a regional accounting firm behind them. Our ideal client is someone who is nice, needs our help, is engaged in the overall process and is receptive to suggestions. They should have investable assets of over $500K and have recently had or expect to have a life changing event/transition.

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households