Jason E. Archambault
CFP®, CPA/CPS

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Jason Eric Archambault
CFP®, CPA/PFS, Member

As a member of SKM Wealth Management, Jason participates as an owner in all facets of the firm. He specializes in advising clients in the many venues of wealth management.

Jason provides comprehensive financial planning advice for estate planning, retirement planning, and college planning, as well as other key financial issues. Jason helps clients develop investment strategies emphasizing proper asset allocations, and establishes balanced, well-diversified portfolios that are tailored to individuals’ goals and needs. He has testified as an expert witness as a Certified Financial Planner™ in court trials.

In addition to being a Certified Financial Planner™, Jason has earned the designations of Personal Financial Specialist and Certified Public Accountant. He is a member of several professional organizations including the Financial Planning Association, the Rhode Island Financial Planning Association, the American Institute of Certified Public Accountants, and the Rhode Island Society of Certified Public Accountants.

Jason is an active member of the community. He is serving his second term as the president of the NAMES Project Foundation, a national non-profit organization and custodian of the AIDS Memorial Quilt, located in Atlanta, Georgia. He served as treasurer and a board member for AIDS Care Ocean State for ten years and is past treasurer for Groundwerx Dance Co., and a former treasurer and president of the Pawtuxet Valley Preservation and Historical Society.

Jason received a bachelor of science degree in business administration from Bryant University.