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"In these times of financial uncertainty, we can sleep at night because we know the financial plan developed by the Sachetta team keeps pointing us towards our overall lifetime financial goals. They are a trusted partner, not only for us, but for our next generation as well who are also clients of Sachetta."
- Beth and Steve S.
Testimonial provided by current clients of Sachetta. No compensation was provided. Dated 9/3/2025.
Sachetta is a fee-only, fiduciary advisory firm
Our wealth management service is integrated by design—financial planning and investment management are paired with proactive tax planning and tax return preparation, plus estate and insurance reviews to protect what you’ve built.
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.
Our advisors hold designations in both financial planning and tax planning, so they can help clients make smart, fully-informed decisions regarding their financial future.
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Closing the Year Strong: The Importance of an Integrated Year-End Tax and Investment Strategy
Dec 3, 2025 by Nick Forgione