Allworth Financial has acquired Sachetta, a fee-only wealth and tax advisory firm based north of Boston, for an undisclosed amount. The transaction brings Sachetta’s team and client relationships under Allworth’s umbrella, expanding the acquirer’s footprint in the New England region and adding specialized tax expertise to its existing advisory services.
Sachetta serves individuals and families with $1 million to $10 million in investable assets, focusing on clients navigating major life transitions such as retirement, business sales, or caring for aging parents. The firm integrates financial planning, investment management, and proactive tax strategy, including annual tax-return preparation, into a single relationship. Allworth Financial, a larger national registered investment advisor, provides fiduciary wealth management across multiple states and has been actively growing through acquisitions of independent advisory firms.
The acquisition is strategic for Allworth because it adds a dedicated tax-focused practice to its service lineup, a capability that is increasingly valued by clients with complex financial situations. For Sachetta, joining Allworth offers access to broader resources, technology, and back-office support while allowing its advisors to continue serving clients without disruption. The deal also strengthens Allworth’s presence in the Boston area, a market with a dense concentration of high-net-worth households.
Sachetta’s clients will retain their existing advisory team and continue receiving the same integrated service model, according to the terms of the deal. The firm’s fee-only structure and fiduciary commitment remain unchanged, with no immediate changes to client fees or service levels. Allworth will integrate Sachetta’s operations into its platform over the coming months, focusing on a smooth transition for both clients and staff.
The combined entity is positioned to offer a broader range of services to a wider client base, particularly for those seeking coordinated wealth and tax advice under one roof. As Allworth continues its acquisition strategy, the addition of Sachetta’s tax expertise may serve as a template for future deals targeting firms with specialized capabilities. The immediate priority is operational integration and maintaining continuity for existing clients.