SK Wealth Management, LLC
SK Wealth Management, LLC is a fee-only financial planning and investment management firm headquartered in Providence, Rhode Island. The firm was founded in 1998 and is SEC registered. SK Wealth primarily serves individuals (including high net worth clients) and offers comprehensive services in financial, estate, retirement, charitable, tax, divorce, and investment management planning. As of May 2025, the firm has 6 employees and manages approximately $555 million in assets.
Investment Strategy
SK Wealth Management employs an asset allocation-based investment strategy tailored to each client’s unique goals and financial circumstances. The firm primarily builds portfolios using mutual funds, ETFs, and separate account managers, with a process that is collaborative and emphasizes educating clients. SK Wealth’s philosophy centers on responsive, individualized service and a high level of client involvement, including fiduciary duty and coordination with other financial professionals as needed. Clients may impose restrictions on certain securities or types, and portfolios are regularly reviewed by both planners and the Director of Investments.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 11.97% | $32.1M | 987,688 | $27.02 | $31.91 | +$6.5M |
D DGRW | WISDOMTREE TR | 10.20% | $27.3M | 308,267 | $83.49 | $88.96 | +$2.4M |
G GPIX | GOLDMAN SACHS ETF TR | 8.95% | $24.0M | 460,005 | $49.48 | $52.23 | +$10.2M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 7.76% | $20.8M | 366,601 | $59.41 | $57.10 | -$734.8K |
L LVHI | LEGG MASON ETF INVT | 5.83% | $15.6M | 443,582 | $31.28 | $34.75 | +$1.5M |