A complete list of active advisors currently associated with Sachetta, LLC

Warmer can help you find a great advisor at Sachetta, LLC or one who fits your needs even better.

Sachetta, LLC provides personalized tax preparation, financial planning, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only adviser and notes that tax preparation and tax planning are integral parts of its service offering for clients in its Wealth Management relationships. The firm’s investment approach emphasizes strategic asset allocation implemented primarily through no-load mutual funds and exchange-traded funds, with most assets managed on a discretionary basis and periodic reviews by an Investment Committee (typically quarterly). Sachetta states it uses both fundamental and technical analysis, employs long- and short-term holding strategies as appropriate, and monitors portfolios for diversification and tax consequences. Distinctive aspects include a strong accounting and tax orientation uncommon among multi-team advisers: multiple professionals hold CPA or advanced tax credentials and the firm integrates income tax preparation and tax planning into its wealth management services. The brochure also discloses that the firm manages approximately $1 billion in client assets (nearly all discretionary) and has recently entered into a promotional relationship with an unaffiliated third party, noting it may engage in solicitation or promotional arrangements that involve referral compensation.

To learn more about the advisors currently working at Sachetta, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.