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Allworth Financial

For more than 30 years, Allworth Financial has helped clients with sophisticated financial lives make the most of what they’ve built through a coordinated approach to wealth management. As a Registered Investment Advisor, our fiduciary advisors bring together personalized advice and in-house expertise across investments, tax planning, legacy planning, and insurance so your most important financial decisions work together rather than in isolation.

Our MarketStreet location, formerly Sachetta, LLC, pairs this depth and expertise with a team deeply rooted in the Lynnfield community. When you work with Allworth, you can expect:

• Advice built around you. Your goals, priorities, family, and circumstances shape the strategy.
• More of your financial life working together. We look across investments, taxes, estate and legacy planning, insurance, retirement, and other considerations to help uncover planning gaps and identify opportunities for optimization.
• Specialized expertise under one roof. Your advisor can draw on our in-house specialists to address advanced planning needs as your wealth and life evolve.
• A relationship that stays personal. You get the familiarity and individual attention of a local team, backed by the capabilities and resources of a national RIA.

It’s an approach that has earned Allworth national recognition, including being named one of Barron’s top RIA firms in the country.1

1 Barron’s Top 100 RIA Firms: Barron’s ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms who wish to be ranked fill out a comprehensive survey about their practice. Allworth did not pay a fee to be considered for the ranking. Allworth has received the following rankings in Barron’s Top 100 RIA Firms: #15 in 2026, #11 in 2025, #14 in 2024, #20 in 2023 and #31 in 2022. #23 in 2021, #27 in 2020.