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Tax-integrated advice is Allworth Financial's acquisition thesis. A $1.1 billion Boston deal tests whether it holds.

8/6/2026

Tax planning and wealth management are often sold together but kept organizationally apart.

Allworth Financial's acquisition of Sachetta, a Lynnfield, Massachusetts RIA with $1.1 billion in assets under management, argues they should be the same function, not adjacent ones.

The deal follows a recapitalization in April that gave Allworth fresh capital and a stated mandate to expand.

What the Sachetta deal actually adds The acquisition brings 21 professionals to Allworth, including 13 advisors with combined wealth management and tax planning credentials, and roughly 630 client households in the Boston area.