Financial Planning & Wealth Management

Sansiveri’s affiliate, SK Wealth Management, LLC, offers comprehensive personal financial planning and investment management services that reach beyond traditional expectations. We have a passion for helping clients and guiding them along their own unique path to financial independence.

Services
Comprehensive personal financial planning
Investment management
Cash management
Retirement planning
Estate planning
Investment planning
Tax planning
Education planning
Insurance planning
Charitable Planning
Divorce financial services
Attorney support services

Financial Planning & Wealth ManagementOur training and experience allow us to see the big picture and to offer our clients a complete financial plan that integrates their objectives and goals with federal and state income tax strategies and estate planning needs. Our clients experience a financial peace of mind by participating in an engaging, evergreen, fee-only financial planning process that serves as a foundation for protecting and growing portfolios. Your plan will provide a blueprint for investment management and individualized asset allocation. For more information, please contact Michael A. DeCataldo, CPA/PFS, CFP, MST, at 401-331-0500 ext. 571.

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