SK Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$637,816,533
Clients
319
Advisors
6
of 6 employees
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
Expertise
Fee options
$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%
Consulting services billed at $350-$500 per hour
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
50 Holden St
Providence RI 02908-5757
Advisors at this office
6
Most active in
California · Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas
Also doing business as
Corrigan Financial Of Providence LLC · Sk Wealth · Sk Wealth Management, LLC · Skm Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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