Sachetta, LLC
Sachetta is a fee-only, fiduciary wealth management firm serving individuals and families with over $1 million in investable assets. Based just north of Boston and working with clients nationwide, we provide one coordinated plan that integrates financial planning, investment management, proactive tax strategy, and annual tax return preparation - all for one transparent fee.
Our best-fit clients want to delegate with confidence. Many come to us during transitions: a business sale, inheritance, equity event, or when managing multiple advisors no longer works. With advisors who hold both financial planning and tax credentials, we bring full-picture strategy and responsive guidance to every conversation.
We’re structured for long-term relationships, with a 99% client retention rate and a planning rhythm that evolves with your life.
Sachetta: Wealth management without judgment - one team, one plan, built around the life you’re actually living.
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