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Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity
The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional...
Sachetta is a fee-only, fiduciary advisory firm, which means 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.
Sachetta's wealth management service includes financial planning, investment management, tax planning and tax preparation, and risk management (estate planning and insurance reviews). We offer wealth management for a monthly fee that covers our full suite of services, unlimited communications, and coordination with outside parties such as estate attorneys, or insurance brokers. We believe that no financial picture is complete without tax planning, so all of our wealth management engagements include tax planning and preparation.
Gen-Z Finance 101: A Free Webinar on Credit, Budgeting, Savings, & Investing
Wednesday, September 17, 2025 at 4:00 PM ET
Get real advice on building credit, budgeting smarter, saving for big goals, and understanding how to start investing.
Perfect for students, recent grads, young professionals—or anyone who’s ever said:
“Why didn’t they teach us this in school?”
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. We have structured our firm to deliver a correlated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.
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.
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