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- Custodian
- American Funds · Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-1999
- Office Locations
- 1
Office Locations
About SK Wealth Management, LLC
SK Wealth is a Providence, RI fee-only fiduciary advisory firm providing ongoing financial planning, investment management, and corporate retirement plan design/administration through its Retirement Guidepath process. Portfolios incorporate tax strategies and a values-based approach, spanning equities, fixed income, and alternatives. Founded by CFP/CPA/PFS Jason Archambault; CIO Matthew Neyland, CFA/CAIA, leads portfolio management with nearly 25 years’ experience.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
JASON ERIC ARCHAMBAULT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4377711
- Ownership
- 50% but less than 75%
JASON MANUEL DA PONTE
Managing Principal
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Andrew James Cayer
Investment Advisor
- CRD
- #6849926
CHERYL ANNE DUGAS ETHIER
Partner
- CRD
- #5734039
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,503,810 | $522,882 |
| Non-Discretionary | $10,448,974 | $2,612,244 |
| Total | $638,952,784 | $529,812 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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