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Current company Sachetta
Financial Services · 49 employees · Founded 1984 · Lynnfield, Massachusetts, United States
At Sachetta, we help individuals and families bring order, clarity, and confidence to their financial lives—especially during times of transition. We’re a fee-only, fiduciary wealth and tax advisory firm based just north of Boston and serving clients nationwide. Whether you\'re balancing retirement savings and college costs, caring for aging parents, navigating a business sale, anticipating your own retirement, or are just feeling overwhelmed by the growing complexity of your financial life, we’re here to guide you with thoughtful advice and a clear process. Our advisory team brings together financial planning, investment management, proactive tax strategy, and annual tax-return preparation into one seamless relationship. You won’t be handed off between providers or left wondering who to call. You\'ll have one team with the full picture, and we’re with you for life\'s road ahead. Most of our clients have between $1–10 million to invest, but what they share is the desire for a long-term relationship with a responsive team that really knows them. Sachetta: Wealth management without judgment—one team, one plan, built around the life you’re actually living. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Please visit https://sachetta.com/disclaimer for additional important disclosures.