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SK Wealth Management, LLC

EST. AUM
$555,304,681

CONTACTS

CLIENT ACCOUNTS
1,130

Firm Details

Metro area Providence
CRD Number 109114
Website skwealth.com
Client types

Overview

SK Wealth Management, LLC is a Providence, Rhode Island-based independent, fee-only registered investment adviser (RIA) providing comprehensive wealth management services since 2000. The firm operates under a strict fiduciary standard, employing an "Integrated Financial Approach" that coordinates investment management with tax strategy, estate planning, and risk management. Their investment philosophy is rooted in a disciplined, evidence-based asset allocation strategy that utilizes both strategic and tactical frameworks to navigate market volatility. Led by partners such as Mackenzie Richards and Chief Investment Officer Matthew Neyland, the firm specializes in providing clarity for high-net-worth individuals, trusts, and retirement plans through low-cost, tax-efficient portfolios primarily composed of institutional mutual funds and ETFs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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