Mackenzie Richards, CFP<sup>&reg;</sup> - Financial Advisor

Mackenzie Richards, CFP®

Financial Planner

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
FINANCIAL ADVISOR'S WEBSITE
(401) 331-1575 CONNECT WITH Mackenzie
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General

Mackenzie Richards 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

No matter where you want to go, SKWealth is ready to offer expertise and a clear pathway to help you get there. That’s because every aspect of our work revolves around you — your goals, aspirations, and even concerns in regards to your financial future. With a long-term partner who is ready to listen, work through your unique problems, and craft a plan specific to your circumstances — imagine what you’re capable of. Yes, tomorrow is uncertain. However, here is what we will uncompromisingly stay true to: Fee-Only: No hidden fees or compensation based on product sales Fiduciary Responsibility: Every decision is made in your best interests

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA®

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources