Wealth Management at MarketStreet Lynnfield

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Your financial life - Simplified
 

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
Modern families wealth management across generations financial planning conversation at a park

Wealth management service - integrated by design:

Financial Planning

Investment Management

Tax Planning & Prep

Insurance Reviews

Estate Planning Coordination

Family Tree Risk Review

Proactive service on an annual cycle

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.
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Spring

We prepare and file your tax return. Year-round tax planning ensures there are no surprises.

Summer

We review insurance coverage and estate documents, and support inheritance conversations. 

Fall/Winter

We focus on your life goals and financial plan. Review your investment performance. Advise on year-end tax planning.

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.

Sachetta at MarketStreet's Events:

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Minigolf

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

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Movie Nights

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

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Holiday Stroll

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

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Ice Skating

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

Who we help
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Quiet Millionaires

You’ve done a lot right: steady saving, sensible investing, low drama. Now the moving parts have outgrown a DIY system.

QUIET MILLIONAIRE
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Gen X / Sandwich Generation 

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

Sandwich Generation
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Busy Professionals with Equity or Partnerships

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

Busy Professionals
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Inheritance: 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
 

What's the right next step for you?

A website can only say so much. What would help you next; answer a question, newsletter signup, a conversation?

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.

Choose your next step

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.

Our latest blog posts
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

Last updated 12/11/25.