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
10 min read
Keep More of Your Wealth With Smart Investment Placement
Oct 27, 2025 by Michael Callahan
Smart Investment Placement:Tax-smart investing focuses on reducing the taxes that quietly chip away at your... |
10 min read
What Should I Do When the Stock Market Drops?
Oct 16, 2025 by Eric Sachetta
Key Steps When the Stock Market Drops:Follow a few calm rules: don’t panic-sell, and trust your plan. If you’re... |
9 min read
Is It Better to Donate Stock or Cash to Help My Favorite Cause?
Oct 16, 2025 by Cailin Suvarna
Quick take on stock vs cash donations:If you have long-term appreciated stock, gifting shares often lets you... |
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.