About Us
Our Firm
At Sackett Wealth Advisors, we provide comprehensive financial services in a comfortable, convenient, and caring environment. Prioritizing the needs of our clients above all else, Sackett Wealth Advisors view every client relationship as a partnership built on trust.
Choosing a financial advisor to help you navigate life's most important financial decisions is an incredibly important endeavor.
A Unique Approach
Rather than offering our clients an off-the-shelf solution, we analyze each client's unique set of circumstances, provide a custom Financial Plan to provide clarity in their financial future, and provide ongoing advice and services to ensure they stay on target to achieve their most important goals.
Why Us?
We hire team members that possess far more than technical expertise. Our team is comprised of hard working and caring individuals that take pride in the quality of their work, and love to serve our clients above all else. Over the years we have carefully cultivated a culture and core values that encourages continuous growth of our staff, and ensures our clients receive unparalleled service.
About you
Our Clients
Our clients come from all walks of life. From business owners and entrepreneurs, to professionals, executives, and retirees. One common thread among our clients is their desire to align their financial goals with their life goals. They seek guidance for complex questions, and they want to simplify their financial lives to live with confidence.
Because we aim to truly know our clients, they receive personalized solutions that align with their values and help them achieve their goals.
We understand some clients may feel anxious about beginning this process, but we have tailored our client services to address these concerns and serve our clients in a comfortable and convenient environment. That is why our clients refer their friends, coworkers, and families to us - they know their loved ones will receive nothing but the very best.
Still Working?
Whether you are 5 years or 35 years from retirement, a personalized financial plan can help you clarify your financial future, and allow you to realize how your decisions affect your ability to achieve your goals.
Our clients are often business owners, entrepreneurs, executives, and professionals. We realize you work to live, and not the other way around. Identifying a path towards a future retirement can feel like a monumental task, but we can help.
"The indispensable first step to getting the things you want out of life is this: decide what you want." - Ben Stein
Retired?
You've done it! After working and saving for many years you reached a place of financial freedom where you no longer need to work, and now can do what you want when you want. Sounds easy, right?
Many people find the transition from a daily work schedule to a retired life to be quite jarring. Believe it or not, it still requires a plan, investment strategy, and discipline. In fact, maintaining a financial plan is often far more important while living in retirement than it was while planning for it.
"We all know what we are retiring from, but do you know what you are retiring to?" - Barry LaValley
Contact Us
Sackett Wealth Advisors, Inc.
915 Imperial Highway, Brea, California 92821, United States
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed
Saturdays during Tax Season by Appointment Only
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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Sackett Wealth Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sackett Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sackett Wealth Advisors, Inc. unless a client service agreement is in place.
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Sackett Wealth Advisors
Reserve your seat now!
Due to popular demand, we will be holding both an afternoon and evening session of this year's Client Appreciation Event to be held the day after the 2024 Presidential Election.
November 6, 2024
Afternoon Session: 2pm
Evening Session: 6pm