SK Wealth Management, LLC logo

SK Wealth Management, LLC

Updated today

Client assets under management

$637,816,533

Clients

319

56% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

53

Typical

Average account size

$1,999,425

About

SK Wealth Management provides fee‑only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm manages approximately $639 million for about 319 client relationships and operates with a six‑advisor team across five offices.

The firm emphasizes asset allocation as the primary driver of portfolio results and combines strategic and tactical asset allocation frameworks, implementing portfolios largely through mutual funds and ETFs and, when appropriate, interval funds or socially responsible funds with acknowledged limitations. SK Wealth typically manages accounts on a discretionary basis, conducts regular portfolio and planning reviews, and coordinates with other specialists as requested as part of its fiduciary responsibility.

Distinctive features include a multi‑office footprint and an affiliation with the accounting firm Sansiveri, Kimball & Co., LLP, which enables coordinated tax planning and, for certain clients, tax return preparation under separate engagement terms. The firm also requires its planners to be CFP certificants or CPAs (or working toward those credentials) and discloses controlled use of firm‑approved generative AI tools for drafting and meeting documentation, with safeguards to protect client data and preserve personalized advice.

Client services

Financial planning Portfolio management Pension consulting Tax preparation services

Expertise

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $700,000: 1.00% $700,001 - $1,250,000: 0.60% $1,250,001 - $2,500,000: 0.50% $2,500,001+: 0.40%

Project-based

Consulting services billed at $350-$500 per hour

Other

Account minimum: $500,000 Fee-only: Financial planning fees and consulting services, typically quoted as a maximum total fee; hourly rates for consulting range from $350-$500 per hour

Main office location

SK Wealth Management, LLC

50 Holden St

Providence RI 02908-5757, United States

Number of offices

5

Most active in

California · Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew W

CFP®

Providence, RI

SK Wealth Management, LLC

Andrew Wong is a CFP® professional with four years of experience at SK Wealth Management, LLC and prior roles in the hospitality industry, including Wyndham Destinations, Marriott, and Starwood. He is based in Providence, RI, and is part of a six-advisor team at SK Wealth Management. SK Wealth Management provides fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes asset allocation through strategic and tactical frameworks and incorporates coordinated tax planning via an affiliation with an accounting firm.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Cheryl D

CFP®

Providence, RI

SK Wealth Management, LLC

Cheryl Dugas Ethier is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with SK Wealth Management, LLC since 2006. SK Wealth Management offers fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes asset allocation and combines strategic and tactical approaches while coordinating with specialists and leveraging its affiliation with an accounting firm for integrated tax planning.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Mackenzie R

CFP®, Series 66

Providence, RI

SK Wealth Management, LLC

Mackenzie Richards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SK Wealth Management, LLC. Prior to joining SK Wealth Management in 2018, Richards worked at Citizens Securities, Inc., LPL Financial, and Stratos Wealth Partners. SK Wealth Management is a fee-only firm offering financial planning and investment management to individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across about 319 client relationships and emphasizes asset allocation through strategic and tactical frameworks, utilizing mutual funds, ETFs, and other investment vehicles.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Jason A

CFP®

Providence, RI

SK Wealth Management, LLC

Jason Archambault is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SK Wealth Management, LLC in Providence, RI. He has been with SK Wealth Management since 1998, contributing to the firm's team of six advisors. SK Wealth Management provides fee-only financial planning and investment management to a diverse client base, including individuals, trusts, partnerships, and retirement plans. The firm focuses on asset allocation using both strategic and tactical approaches and manages approximately $639 million across about 319 client relationships.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Matthew N

CFA®, Series 65, Series 66

Providence, RI

SK Wealth Management, LLC

Matthew Neyland is a CFA® charterholder with 21 years of industry experience. He has been with SK Wealth Management, LLC since 2008 and has also worked with Scott & Stringfellow, Inc. since 2007. Neyland holds the Series 65 and Series 66 licenses. SK Wealth Management provides fee-only financial planning and investment management to a range of clients, including individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across 319 client relationships with a team of six advisors operating from five offices, emphasizing asset allocation through strategic and tactical frameworks and coordinating with other specialists as needed.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Andrew C

CFP®

Providence, RI

SK Wealth Management, LLC

Andrew Cayer is a CFP® professional with eight years of experience in financial advising. He has worked at SK Wealth Management, LLC since 2023 and previously held positions at Aevitas Wealth Management, Inc. and Artemis Financial Advisors. SK Wealth Management is a fee-only firm serving individuals, trusts, partnerships, and retirement plans across a six-advisor team with five offices. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, and other investment vehicles, and coordinates tax planning through an affiliation with an accounting firm.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")