M&A

We have experience welcoming financial advisors and their clients to the firm. This means we’ve learned along the way what works well and where the potential challenges lay; so we can avoid them!

Growing Your Practice

An important aspect of joining Sachetta will be our client profile compatibility. Our clients are looking for guidance that fits their lifestyle and comfort level. They turn to us to help them minimize risk and reach their long term goals for retirement and generational wealth transfer. Our clients come to us because we take a holistic perspective of each individual’s or family’s finances. We would not be right for a client who wanted to separate tax planning and investment planning among different advisors. Typically, our clients are individuals and small business owners with between $1 million and $10 million of investable assets.

 

Sachetta is different from other wealth management firms because our founding leadership team are all CPAs. It is not a requirement that all financial advisors become CPAs, but our team members have a baseline level of tax knowledge. We differentiate ourselves by providing the full suite of financial and tax services to clients within the same team and we take tax benefits into consideration when making investment selections. 

 

Joining a new firm is exciting and complex. Ensuring public communications are executed thoughtfully is an important part of the transition for you and your clients. Our marketing team will handle email and social media announcements, press releases, website updates and the technical behind-the-scenes marketing activities for everyone involved. 

 

As part of the transition, we’ll discuss the ways you and your team members will be integrated in our ongoing marketing efforts. You will be invited to contribute to thought leadership pieces, host webinars, develop educational pieces and more. It’s important to us that our clients get to know you and that your clients continue to see you as a leader.

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If you are looking to transition your wealth management practice and join a firm that will treat your clients the way you want them to be treated, we should talk.
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Culture

With proper planning, most things can go right, and that’s generally how we operate. Of course there are also times that things go wrong. In those moments, whether addressing an internal challenge or a client issue, we remain calm and problem solve. There’s no finger pointing or irate emotional tension. That also means you can go on vacation, get the flu or take personal time knowing your clients will be cared for until your return.

If you read the interviews with our employees on their bio pages, you’ll see that “our team” and “our clients” are the most often cited reason that people love working at Sachetta. Our strong brand attracts individuals or families who are a good match for our approach and methodology. The firm’s strong financial footing allows us to part ways with clients who do not abide by our code of conduct or other policies.

As a one-office firm, you’ll find that it’s natural to interact with nearly everyone on a daily basis. While there is technically a hierarchy to the roles in the firm, there’s not a sense of superiority coming from the top. The partners’ collective ethos of loyalty, support, respect, and kindness flow and set the basis for all team interactions.

"After completing a comprehensive search, I chose Sachetta because I believed they would truly allow me to enhance the level of service that I was able to provide to clients. Today I enjoy the collaboration and camaraderie of being part of Sachetta, and the administrative, investment and operations teams consistently provide first class service to all of our clients."

Kevin Kenny, Senior Financial Advisor

30 minute M&A Initial conversation

To get started, please schedule an initial M&A conversation.

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Michael Callahan

Chief Executive Officer, Founding Member

Michael is a Certified Financial Planner™ practitioner, Certified Public Accountant, and holds a Master’s Degree in Taxation from Bentley University. Mike has been involved in personal financial planning, as well as both business and individual taxation since 2002. Our ideas about money are formed by our life experiences. Over the years, Mike has seen those close to him make common money mistakes from not having enough life insurance, to not doing the proper estate planning. When he received an inheritance in college and started looking into how he could use it to achieve his goals, he realized that he could use those experiences to help others. He changed his major to Finance, and the rest is history.