Nick Forgione

CPA, MSA

Accountant

At Sachetta, Nick helps individuals and families build long-term financial plans and uncover tax-saving strategies. He brings a calm, analytical approach rooted in his background as a CPA and financial advisor. Clients appreciate his ability to connect the dots between day-to-day decisions and bigger financial goals.

Nick holds both a bachelor’s and master’s degree in Accounting from the University of Massachusetts Amherst. He is a Certified Public Accountant (CPA) and a registered Investment Adviser Representative, allowing him to provide clients with both tax guidance and personalized, fee-based investment advice. Before joining Sachetta in 2022, he built experience in audit, corporate accounting, and individual taxation. This well-rounded foundation informs his integrated approach today.

 He lives in Boxford, MA with his wife, Sarah, and their dog, Willow. Outside of work, Nick enjoys traveling, exploring new restaurants, and spending time outdoors hiking and fishing.

“The more open and honest communication you can introduce into all aspects of your life on a regular basis, the better.”
Nicholas Forgione Accountant at Sachetta

3 Questions with Nick

"What’s your favorite thing about working at the firm?"

The culture and sense of family at this firm is like nothing I’ve experienced. From the day I started, everyone was so warm and welcoming. It felt like I had been with the firm for years.

"How did you end up in the field?"

I’ve always been very detail oriented and good with numbers. Going into the field of accounting just made sense when choosing a major. While I originally chose this path for those reasons, my appreciation for the field has grown, especially with the ability to now work more closely with individuals and make a positive impact on their lives.

"If you could have dinner with anyone dead or alive, who would you choose?"

I would love to have dinner with Anthony Bourdain. I was a big fan of his show “No Reservations” and really enjoyed watching him travel the world, eat delicious food and completely envelop himself in a new culture. I also enjoy food and travel and I’m sure he would have some interesting stories to share.

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