Your financial goals aren't just about numbers in an account.
They represent real life.
We believe in a holistic approach, advising our clients on all elements of their financial well-being.
Our leadership team are CPAs who help our clients make smart, fully-informed decisions regarding their financial future.
FROM OUR BLOG
4 min read
Four Tech Trends Shaping Today's Investment Strategies
Sep 27, 2024 by Matt Stead
Some companies and technologies seem evergreen. It’s hard to imagine a company unseating Apple as the leader in mobile...
3 min read
Strategic Asset Allocation: What It Means, and More FAQs
Sep 27, 2024 by Michael Callahan
Strategic asset allocation is a commoninvestment strategyadvisors use to help clients maintain their preferred mix of...
4 min read
Financial Planning Strategies for Wealth Preservation
Aug 21, 2024 by Joseph Sachetta
Achieving your desired retirement lifestyle, providing for your loved ones after your passing, and mitigating financial...
Comfortable, holistic financial services that support who you are and where you want to be.
When your financial planner and your accountant work together, you can expect more comprehensive recommendations. At Sachetta, our advisors are CPAs, and they are considering your full financial picture every step of the way. Learn more about our approach to helping you reach your financial goals.