Sachetta, LLC

Nicholas Forgione is a financial advisor at Sachetta, LLC with a Series 65 credential and two years of industry experience. He has worked at several firms, including CA Brandt and Fidelity Investments, and has experience in fitness-related roles as well as at Framingham State University. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio primarily on a discretionary basis, focusing on diversified portfolios through no-load mutual funds and ETFs, and integrates tax and accounting services within its wealth management offerings.

Joseph Sachetta is a CFP® with 28 years of industry experience. He has been with Sachetta & Callahan, LLC since 2007 and currently serves as a director of Everett Cooperative Bank. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred‑million dollar portfolio primarily through no-load mutual funds and ETFs, emphasizing strategic asset allocation and integrating tax services with wealth management.

Domenica Lurvey is a financial advisor at Sachetta, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at NYlife Securities LLC, LPL Financial LLC, and AXA Advisors. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar investment portfolio primarily on a discretionary basis, focusing on strategic asset allocation and a combination of fundamental and technical analysis to build diversified portfolios.

Georgios Liakakis is a financial advisor at Sachetta, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Sachetta & Callahan, LLC since 2016, following a two-year tenure at RSM US, LLP. Outside of advising, he is the owner and president of The Corner Cafe, a restaurant in Lowell, MA. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio primarily through discretionary investing in no-load mutual funds and ETFs, with a focus on strategic asset allocation and a combination of fundamental and technical analysis.

Kevin Sanchez is a financial advisor at Sachetta, LLC with a Series 65 designation and one year of industry experience. He has held various roles across multiple organizations including Allied Universal, Keenan Financial, and Target. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using fundamental and technical analysis, combining financial planning with tax services, and managing a multi-hundred-million dollar portfolio primarily through no-load mutual funds and ETFs.

Janice McGarry is a financial advisor at Sachetta, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Sachetta since 2022, following an 11-year tenure at Wealth Management Advisors, LLC. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio primarily through no-load mutual funds and ETFs, combining strategic asset allocation with fundamental and technical analysis, and integrates tax and accounting services within its wealth management offerings.

Matthew Stead is a financial advisor at Sachetta, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Sachetta & Callahan, LLC since 2014. Prior to his advisory career, he spent ten years in full-time education. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio primarily through no-load mutual funds and ETFs, emphasizing strategic asset allocation and integrating financial planning with tax services.

Michael Callahan is a financial advisor at Sachetta, LLC with 20 years of industry experience. He holds the Series 65 designation and has been with Sachetta & Callahan, LLC since 2013. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio primarily through discretionary investments in no-load mutual funds and ETFs, emphasizing strategic asset allocation and a combination of fundamental and technical analysis.

Jeffrey Aron is a CFP® and holds a Series 65 license with 17 years of experience in the financial services industry. He has worked at Sachetta, LLC since 2022 and previously spent eight years with Wealth Management Advisors, LLC. Sachetta, LLC provides tax preparation, financial planning, and investment management services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio with a focus on strategic asset allocation and a combination of fundamental and technical analysis, supported by an in-house tax and accounting team.

Eric Sachetta is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sachetta & Callahan, LLC since 2016 and is also involved with E Team Inc, where he writes and speaks on leadership and personal development at colleges. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar investment portfolio primarily on a discretionary basis, emphasizing strategic asset allocation and integrating financial planning with tax services.

Stephen Ahern is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has worked at Sachetta, LLC since 2022 and previously spent 21 years with Wealth Management Advisors, LLC and Sullivan Bille, PC. Sachetta, LLC provides tax preparation, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages a multi-hundred-million dollar portfolio using a fee-only, discretionary approach focused on strategic asset allocation and a combination of fundamental and technical analysis.