What's included in your service?

Sachetta's wealth management service includes financial planning, investment management, tax planning and tax preparation (yes, we do your taxes for you!), and risk management (reviewing your estate planning documents and insurance coverage).

Yes. We’re compensated only by our clients—not by product providers, not by commissions, and not by referral fees. Our advisory fee is shown on our Pricing page.

Do you do tax planning?

At Sachetta, financial planning and tax planning aren’t separate conversations—they happen together, with the same team by your side all year long. Your advisors hold credentials in both financial planning and tax, which means the people helping you design your strategy are the very same people preparing your tax return and guiding your tax decisions. No handoffs, no gaps, no repeating your story.

How often would we meet?

We have an annual cycle of check-ins to address tax planning in the spring, risk management in the summer, and financial planning and portfolio reviews in the fall. In addition, we want you to reach out when life changes. There’s no "meter" running!

Sachetta | Financial Planning for Life's Road Ahead

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.

Wealth Management

WEBINAR

Your Brain on Money: Friend and Foe

Wednesday, November 12th, 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

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.

Sachetta FAQs

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 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.

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

What's included in your service?
Are you fee-only?
Do you do tax planning?

At Sachetta, financial planning and tax planning aren’t separate conversations—they happen together, with the same team by your side all year long. Your advisors hold credentials in both financial planning and tax, which means the people helping you design your strategy are the very same people preparing your tax return and guiding your tax decisions. No handoffs, no gaps, no repeating your story.
How often would we meet?

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

10 min read

Longevity Planning: Why Millennials Should Plan to Enjoy a Long Retirement

Sep 23, 2025 by George Liakakis

{% module_block module "widget_58c09e6a-e957-4940-af60-00ddb6b71e53" %}{% module_attribute "child_css" is_json="true"...

11 min read

How Your IRA Beneficiary Choice Affects Inheritance Taxes

Sep 23, 2025 by Jeffrey Aron

{% module_block module "widget_9170d11c-2f44-44dd-b2e7-8915e0525ce7" %}{% module_attribute "child_css" is_json="true"...

9 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

Sep 11, 2025 by Joseph Sachetta

The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional...

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.

Whatever your reason, we’re so glad you’re here.

SCHEDULE A CALL