Sachetta

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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.

Company Details

Employees
52
Founded
-
Address
600 Market Street,
Industry
Financial Services
Website
http://www.sachetta.com
Keywords
Wealth Management, Financial Planning, Investment Management, Tax Planning, Tax Preparation, Estate Planning Coordination, Retirement Planning, Multigenerational Planning, Equity Compensation Planning, Business owner planning, Risk Management, Cash flow & Income planning, Fee-only Financial Advice, Holistic Wealth Strategy, High-Net-Worth Individuals, Financial Planning for Families, Long-term client relationships, Proactive Financial Guidance, Gen X Financial Planning.
HQ
Lynnfield, MA
Competitors
Carrera Resources, Inc, Balanced Wealth Management, Cerity Partners, BNY, Zander Realty Group, Cambridge Wine & Spirits, E3 FINANCIAL PLANNING, LLC, The Links At Gettysburg, EASTLAND PARTNERS INC., The Barn Family Shoe Store.
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