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Investment advisory services are offered through Avantax Planning Partners℠. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Sassetti LLC. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

About Our Firm
We’ve Made Big Firm Capabilities Personal
The know-how, resources and reputation of a large firm, but paired with the personal, one-on-one attentiveness you only associate with a smaller firm. That’s what makes Sassetti unique. We value the strong, lasting relationships we’ve built with our clients, long-term partnerships built on trust, respect and hard work. That’s been part of our identity since we were founded, and continues to dictate what we do, and how we do it, every day.

Our values are critical to who we are, and to the relationships we form with our clients.