Your financial goals aren't just about numbers in an account.
They represent real life.

 

Sachetta is a fee-only, fiduciary advisory firm, which means 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.

Sachetta's wealth management service includes financial planning, investment management, tax planning and tax preparation, and risk management (estate planning and insurance reviews). We offer wealth management for a monthly fee that covers our full suite of services, unlimited communications, and coordination with outside parties such as estate attorneys, or insurance brokers. We believe that no financial picture is complete without tax planning, so all of our wealth management engagements include tax planning and preparation. 

Wealth Management

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Your Brain on Money: Friend and Foe

Wednesday, November 12th, 2025 at 4:00 PM ET 
 
You’ll discover how understanding your emotions can lead to better financial decisions—and how simple systems can support clarity, consistency, and confidence over time. From early money memories to market reactions, Mike Callahan and Steve Ahern will explore:
  • How understanding your brain’s wiring can improve long-term investing
  • What behavioral science teaches us about smarter decision-making
  • How your early money memories shape lifelong decisions
  • How to stay connected to your future self—and plan with confidence
  • Spending with purpose: how to create joy and alignment with your values

 

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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.

 

Clients turn to us for full-service advising to minimize risk and help them reach their long term goals for retirement and generational wealth transfer. We have structured our firm to deliver a correlated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.

About Us

about-sachetta
 

At Sachetta, we see the bigger picture. Our wealth advisors hold designations in financial planning and tax planning so they can consider every aspect of your financial life—such as your career, family, and future. We take great pride in our integrity and commitment to always act in your best interest. We do that by communicating expediently, listening intently, and understanding and supporting our clients’ vision.

Our Team

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Last updated September 11, 2025.

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