wealth management at MarketStreet Lynnfield MA

Sachetta is a fee-only, fiduciary wealth management firm

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.

Wealth Management

Sachetta's proactive process integrates financial, tax, insurance, and estate planning

If you're tired of being the go-between for your financial advisor, CPA, insurance agent, and estate attorney, you're not alone. At Sachetta, we bring it all together—so your financial life feels simpler, calmer, and more connected.

Minigolf

Sachetta is the main sponsor of MarketStreet's minigolf course for families.

Movie Nights

Sachetta offers clients free tickets to MarketStreet's outdoor movie nights in the summer and fall.

Holiday Stroll

Kids (and kids at heart) can make reindeer food at the Sachetta tent at MarketStreet's Holiday Stroll.

Ice Skating

Sachetta offers clients free tickets to MarketStreet's ice skating rink from November through February.

Who we help

Our clients are looking for guidance that fits their lifestyle and comfort level. They turn to us for full-service advising to minimize risk and help them reach their long term goals for retirement and generational wealth transfer. Most of our clients view us as their “financial quarterback”, ensuring that the financial part of their life is taken care of, so they can focus on the things that they truly care about.

Gen-X-financial-planner-MarketStreet-Lynnfield-MA-walking-woods

Sandwich Generation / Gen X

Life is full! You’re raising kids and helping a parent—while trying to keep your own plan moving.

Sandwich Generation

Busy-professionals-financial-planner-MarketStreet-Lynnfield-MA

Busy Professionals with Equity or Partnership Income

You're navigating professional-level income, equity compensation, and a demanding schedule.

Busy Professionals

Inheritance-financial-planner-MarketStreet-Lynnfield-MA-arranging-flowers

Inheritance Guidance for Beneficiaries & Executors

If you’ve received an inheritance or are settling a loved one’s estate, you don’t have to figure it out alone.

Inheritance

Let's talk

A website can only say so much. The real value comes from a conversation—about your goals, what’s working, and what’s feeling unclear. If we’re the right fit, we’ll move forward together. If not, we’re still happy to help however we can. We’re right here at MarketStreet when you’re ready.

Contact

Quiet Millionaire grandfather fishing because his financial planning and tax planning are not on his mind

"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.

28 min read

Your Brain on Money

Dec 4, 2025 by Michael Callahan

7 min read

The Impact of Inflation on Retirement Planning

Dec 3, 2025 by Domenica Lurvey

12 min read

Closing the Year Strong: The Importance of an Integrated Year-End Tax and Investment Strategy

Dec 3, 2025 by Nick Forgione

Sachetta at MarketStreet Lynnfield

Your financial life - Simplified