Your financial goals aren't just about numbers in an account.
They represent real life.

 

Sachetta is a fee-only, fiduciary advisory firm

We’re paid solely by our clients (never by commissions or product sales) and we are legally and ethically obligated to act in your best interest at all times.

Wealth Management

Sachetta wealth management firm Lynnfield MA

WEBINAR

Your Brain on Money: Friend and Foe

Tuesday, November 25th, 2025 at 4:00 PM ET 

 
You’ll discover how understanding your emotions can lead to better financial decisions—and how simple systems can support clarity, consistency, and confidence over time. From early money memories to market reactions, Mike Callahan and Steve Ahern will explore:
  • How understanding your brain’s wiring can improve long-term investing
  • What behavioral science teaches us about smarter decision-making
  • How your early money memories shape lifelong decisions
  • How to stay connected to your future self—and plan with confidence
  • Spending with purpose: how to create joy and alignment with your values
Understand how your emotions can lead to better financial decisions

Our advisors hold designations in both financial planning and tax planning, so they can help clients make smart, fully-informed decisions regarding their financial future.

 

We’re here to guide you with thoughtful advice and a clear process.

Clients turn to us for full-service advising to minimize risk and help them reach their long term goals for retirement and generational wealth transfer.

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.

Learn more about us on our FAQs page.

Sachetta FAQs

Sachetta financial planning and tax planning in Lynnfield MA

What kinds of clients does Sachetta work with?
Gen X Sandwich Generation Financial Planning

SANDWICH GEN X

If you’re supporting kids and aging parents while keeping your own future on track, you need more than a financial plan—you need an advisory team that coordinates decisions across three generations.

Busy Executives Wealth Management MA

BUSY PROFESSIONALS

If you’re navigating professional-level income, equity compensation, and a demanding schedule, you need more than a financial plan—you need an advisory team who already understands the complexities you face.

Financial Planning for an inheritance

INHERITANCE / EXECUTOR

If you’ve received an inheritance or are settling a loved one’s estate, you don’t have to figure it out alone. We'll help you get organized, set priorities, and make tax-aware decisions at a pace that respects what you’re going through.

Sachetta FAQs

 

At Sachetta, we see the bigger picture.

Our wealth advisors hold designations in financial planning and tax planning so they can consider every aspect of your financial life—such as your career, family, and future.

We take great pride in our integrity and commitment to always act in your best interest. We do that by communicating expediently, listening intently, and understanding and supporting our clients’ vision.

Our Team

Sachetta Advisors Team Photo

"We have been with Sachetta for the last 35 years and could not be happier. Everyone we encounter is extremely professional, all while managing to make us feel like family. Eric has helped make our retirement and financial planning decisions smooth and effortless. His knowledge, friendly manner, and accessibility are estimable.”

- Tom & Marylou 

 

Testimonial provided by current clients of Sachetta.  No compensation was provided. Dated 10/28/2025.

Sachetta Blog: Ideas & Insights

 

You're here for a reason. 

If reaching out to a financial advisor feels like a big step, that’s because it is. And it means you’re ready for something better.

Perhaps now’s the right time because something in your life has changed. Or, maybe managing all the moving parts of your financial life feels uncomfortable, overwhelming, or just doesn’t fit into an already full life.

 
We’re so glad you’re here!

 

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Choosing a financial advisor Sachetta
Last updated November 6, 2025.