Jason E. Archambault,  CFP<sup>&reg;</sup> - Financial Advisor

Jason E. Archambault, CFP®

CPA/PFS

Managing Member

SK Wealth Management, LLC

50 Holden Street, Suite 200
Providence, RI 02908
FINANCIAL ADVISOR'S WEBSITE
(401) 331-1575

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.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

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

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Helpful Financial Planning Resources