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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

Sansiveri, Kimball & Co., L.L.P. is an accounting and business consulting firm providing strategic planning and counsel to help our clients compete, grow and prosper. With offices in Providence and Newport, our staff of CPAs, financial planners, and other professionals work together toward your success. SK&Co clients expect and receive innovative solutions that draw from accounting, tax and business disciplines. With the issues of contemporary business assuming greater complexity every day, our clients count on advice and counsel far beyond traditional accounting and tax services. We take pride in a reputation that transcends numbers. We work with leading companies and their principals to build strong and enduring relationships that often span generations. Our solid professional standing is richly complemented by our active leadership in many civic and charitable groups throughout the region.

Experience, intellectual capital and dedicated personal service to help you meet your life goals