Johnson Lessard Stanton Group-Morgan Stanley

SK Wealth Management is an independent wealth management firm based in Providence, RI, offering comprehensive financial planning and investment management services. With a focus on living with intention, they believe in making financial decisions that align with clients' goals and values, both today and in the future. As a fee-only advisor, they provide transparent and unbiased advice, free from hidden commissions or incentives. With a team of credentialed professionals, SK Wealth partners with clients to create personalized financial plans that balance risk and possibility, integrating technical and strategic concerns. Additionally, SK Wealth specializes in corporate retirement planning, helping businesses support their employees and build a positive company culture. Their Retirement Guidepath process offers plan design, ongoing administration, and advice to ensure employees have access to a well-supported retirement plan. In the realm of investment management, SK Wealth emphasizes investing for impact, considering the long-term effects of money on family life and integrating investments with a social conscious. Their Chief Investment Officer, with nearly 25 years of experience, oversees all portfolio management, providing expertise on various investment security types. Generated from the website

At Seacoast Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the York, ME area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Helping one person at a time gain financial confidence and peace of mind through investing, saving, and preparing for the future.