Jason Archambault is leading by example
“If you were me, what would you do?” It’s a question Jason Archambault, a certified public accountant (CPA) and certified financial planner (CFP) at Providence-based SK Wealth Management, hears from his clients.
Jason is happy to offer advice and, when the question involves charitable giving, it’s not just what he would do, but what he has done that he shares. Through his estate plan, Jason has provided for the establishment of the Jason E. Archambault and Norman and Delia Fiske Fund at the Rhode Island Foundation. It will benefit two areas that are especially meaningful to him: animal welfare and children at risk. “I’m a big animal person and a huge dog lover,” he explains of his first interest.
His second area, children at risk, is to honor and memorialize two individuals who were like parents to him, Norman and Delia Fiske. “They were always there for me and gave me a stable life,” he says of his childhood neighbors.
“I concentrate on my clients’ interests. If they’re charitably inclined, I bring up the Rhode Island Foundation as an option and always offer it in the context of what I’m doing myself. That holds some weight with clients. For me, I like the memorializing aspect of the fund at the Foundation. But I tell clients they can go as broad or as specific as they want and they can have family involvement. It gives them some flexibility and allows them to forever maintain a strong connection to Rhode Island,” he says.
A native Rhode Islander, Jason is a graduate of Coventry High School and Bryant University, the latter where he earned a degree in business administration. He began his professional career at Deloitte before working as an audit manager at Sansiveri, Kimball & Co. While there, he earned both his CPA and CFP designations. In 1998, he helped found SK wealth Management, a Providence-based personal and financial planning and investment firm, which he serves today as a managing member. He is a former member of the Foundation’s Professional Advisory Council.
Of his work, Jason says, “The planning, talking with people, and learning what they want to get done, that’s what excites me. To be able to help people is the best feeling in the world.”