Michael A. DeCataldoMichael A. DeCataldo

CPA/PFS, CFP®, MST, Managing Partner

401-331-0500 (main) | 401-752-0571 (direct)
mdecataldo@sansiveri.com
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Michael A. DeCataldo is the managing partner at Sansiveri, Kimball & Co., LLP (Sansiveri) and the managing member of SK Wealth Management, L.L.C., the firm’s fee-only financial planning arm. Since 1983, he has been advising Sansiveri clients in the areas of tax, accounting and financial planning. Michael specializes in advising high net-worth individuals and owners of closely held corporations in the areas of retirement, estate, gift, financial and business-succession planning. Michael provides detailed analysis of the current tax environment and uses this knowledge to provide his clients with maximum opportunities for minimizing their tax liabilities. He also works closely with clients to address compliance issues involving the Internal Revenue Service.

As the managing member of SK Wealth Management, Michael provides comprehensive financial planning and investment advisory services. He works with clients to establish a financial blueprint to address their goals, incorporating their individual tax, estate and retirement planning objectives. He stresses proper asset allocations and the construction of a balanced, well-diversified portfolio, tailored to clients’ specific needs.

Core Services
Business Services & Solutions
Financial Planning & Wealth Management
Tax Consulting & Compliance
Specialties
High Net-Worth Individuals
Manufacturing & Distribution
Mergers & Aquisitions
Education
Bryant University, Master of Science in Taxation degree
Bryant University, Bachelor of Science in Accounting degree, summa cum laude
Work Experience
Sansiveri, Kimball & Co., LLP; 1983 to present; Managing Partner, 2010 to present; Managing Member, SK Wealth Management, 1998 to present
Internal Revenue Service; Internal Revenue Agent, 1976-1983
Licenses and Credentials
CPA—Certified Public Accountant, R
CFP®—Certified Financial Planner
MST—Master of Science in Taxation
PFS—Personal Financial Specialist
Current Professional Affiliations and Charitable and Civic Involvement
American Institute of Certified Public Accountants, member
Bristol County Savings Bank, incorporator
Financial Planning Association, member
Greater Providence Chamber of Commerce, board of trustees
Mariposa Center, treasurer
Northern Rhode Island Chamber of Commerce, board of directors
Providence Foundation, finance committee
Rhode Island Commodores, member
Rhode Island Financial Planning Association, member
Rhode Island Society of Certified Public Accountant, member
St. Roberts Financial Council
Awards and Accomplishments
Rhode Island Society of Certified Public Accountants’ Mission Award, received April 2010. This award was reserved for a member who has shown outstanding leadership within the Society, accounting profession or greater community.