About SK Wealth Management LLC

SK Wealth Management LLC is a reputable financial advisory firm that provides personalized, thoughtful guidance to its clients. The team, led by Mackenzie Richards and Kim, is praised for their expertise, genuine care, and commitment to helping clients achieve their financial goals. They take the time to understand each client's unique situation, explain the process thoroughly, and develop a clear plan to guide them. Clients appreciate the firm's knowledgeable, efficient, and friendly staff, who make them feel comfortable and present various options tailored to their financial needs. Overall, SK Wealth Management is highly recommended for its professional, thorough, and organized approach to financial planning and management.

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Reviews for SK Wealth Management LLC

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  • Nov 2024

    I’ve had the pleasure of working closely with Mackenzie Richards at SK Wealth Management as a referral partner, and I can confidently say that our clients are in excellent hands with him. Mackenzie brings a unique blend of expertise and genuine care to his work, ensuring that each client receives personalized, thoughtful financial guidance. His commitment to helping clients reach their goals and navigate financial decisions seamlessly aligns with the level of service I strive to provide in my own business. If you’re looking for a financial advisor who prioritizes your interests and provides clear, strategic advice, I highly recommend Mackenzie. He’s a true professional...read full review

  • Jul 2024

    The SK Wealth team has been fantastic in helping us take our first steps into setting up a financial plan for our family. Working with Mac and Kim, they took the time to explain each step of the process, and had a very thorough plan in place to explore our financial history, our current situation, and what our future goals were. They laid out clear steps on how we would work together to achieve these, and were always available for any help we needed or questions we had. I absolutely recommend SK Wealth to anyone looking for financial planning, and a big shoutout to Mac and Kim in particular!

  • Jun 2024

    Excellent financial firm who is helping us get our future lined up. Knowledgeable, efficient, and very friendly staff who made us feel very comfortable right away, and presented us many options, while meeting us where we were with our financial knowledge. They are very thorough, great communicators, and very organized. Highly recommend SK Wealth Management!

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Location

50 Holden St, Providence

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