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Allworth Financial - Lynnfield, MA

EST. AUM
$1,000,312,141

CONTACTS
9

CLIENT ACCOUNTS
2,034

Firm Details

Metro area Boston
CRD Number
Website sachetta.com
Client types

Overview

On August 6, 2026, Allworth Financial announced its acquisition of Sachetta. Sachetta is a wealth and tax advisory firm located in Lynnfield, Massachusetts. It provides financial planning, portfolio management, insurance, and tax planning and preparation services to individuals, families, and businesses. The firm integrates financial planning and accounting to deliver coordinated recommendations and focuses on clear communication and long-term financial planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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