Michelet Financial brings Fortune-500 financial discipline to Sacramento families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Sacramento's state employees, professionals, and business owners face steep California taxes where integrated planning pays off.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Sacramento investors and Sacramento County.
Comprehensive planning for Sacramento households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Sacramento professionals and owners preparing for the next chapter.
Folsom and El Dorado Hills families choose Michelet Financial for fee-transparent, tax-coordinated investing.
Yes - we work with clients throughout Sacramento and the surrounding the Sacramento Valley, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Sacramento combines state-government employment, healthcare, agribusiness, and growing tech spillover from the Bay Area. Public-sector employees with pensions and deferred comp benefit from coordinated retirement-income planning.
California's high income tax makes tax-efficient and retirement planning essential for Sacramento households. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Sacramento, CA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.