Eric Sachetta
Chief Wealth Services Officer at Sachetta
Based in Lynnfield, United States
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Seniority
C-Team
Department
Other
Location
Lynnfield
Industry
Financial Services
Company size
51
Contact information
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e•••••••@sachetta.com
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Background
About Eric Sachetta
Eric Sachetta is the Chief Wealth Services Officer at Sachetta, LLC. No matter what your financial goals might be, we’re here to help you reach them. Every one of our clients is unique, and we focus on working with you to develop a financial plan customized to your life. Beyond investment rate of return, we also look at your estate planning, insurance planning, and tax situation to determine the best and most efficient path forward. This plan serves as the centerpiece of our relationship, and we measure our success on your success in reaching your financial goals. Each relationship includes financial planning, investment management, individual tax preparation, and unlimited consultations throughout the year at no additional cost. We want you to work with us on an ongoing basis without worrying about getting an invoice for every call or meeting.
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