SK Wealth Management, LLC Employee Directory

Financial ServicesRhode Island, United States11-50 Employees

SK Wealth Management, LLC operates in the Financial Services sector and is based in Providence, Rhode Island. The firm provides fee-only, comprehensive personal financial planning and investment management, with an approach that aims to protect and grow portfolios through an enduring, holistic road map. As a small to mid-sized practice, it emphasizes a commissions-free model, ensuring advisors select products that fit each client’s needs and represent the client’s interests rather than the broader industry incentives.

Its services target individuals planning for education funding, retirement savings, long-term healthcare, and the coordination of financial and estate plans, offering guidance designed to support informed decision-making and confidence. SK Wealth positions itself as independent within the financial services industry, with a fee-only structure intended to minimize conflicts and ensure client-focused recommendations. In addition to advisory services, the firm has produced educational content, including episodes of a podcast addressing planning topics such as the Tax Cuts and Jobs Act and its implications for divorce planning.

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