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Foreword

We are gracious for our community’s support most of all our clients and only work in subject-matter we think we can help. We share our accomplishments that press has taken notice to in our effort to help establish credibility that our proud team at Boracchia Wiviott Wealth Partners is better than the best. We provide strategic services that directly benefit our clients at the highest level possible. The team at Boracchia Wiviott Wealth Partners are community pillars and focused on raising their incredible toddler as well as dedicated to the various needs of our important clients. Some notable mentions of press are enclosed.

Advertising

Articles

Some of Lea's and Marc's past work have shown up on front pages of magazines and well known online publications; recently a company we were involved in since the beginning, CityBldr, was named most likely to change commercial real estate by one of the big 4 leading auditing companies, PWC as well as Remi Network, a leading real estate publication among other high profile publications. The reason: typical source's values were often off. CityBldr helps uncover a home's value. The machine learning company, which Lea and Marc were involved in from the beginning as large investors and more importantly innovators, found 22% in Seattle have 20% or more additional equity. In winter, 2017 Forbes named it the #1 artificial intelligence and commercial real estate company.

Capital BW, owned and invested in by Marc and Lea only, received honorable mention by Yahoo Finance.

 

Click here for the article Lea wrote about onimania (also known as shopping addiction) and a true threat to financial security for those who are vulnerable in our community.

Lea and Marc enjoy solving big problems and helping individuals and businesses achieve their dreams no matter how big or small. We like seeing our clients flourish and uncover their true desires which can be different than what they thought. 

 

Recognition

1. Lea was Nominated by the board of Women InIT Awards for Entrepreneur and Innovator of the Year, as well as Advocate of the Year & for Forbes 30 Under 30. 2. Lea and Marc were invited to do multiple events to discuss how their practice helps entrepreneurs and other movers and shakers at the currently most high profile San Francisco based social club, Modernist, which they were invited to be early investors in, and they were asked as well as featured in April and September, 2017 and February, 2018 respectively.

2. Lea and Marc received numerous awards from Northwestern Mutual that include LEAD, Top 50, #1 in the West, #1 in the Country, Life Impact Award, Emerald, Silver, and Gold!

3. Lea was scheduled to speak at Northwestern Mutual for being one of the top 2 advisors in the firms across the West but they split ways only a couple days beforehand. The team is very proud of their commitment and insurance and financial services background that led them to create Boracchia Wiviott Wealth Partners by taking the best (and ditching the rest) from the multiple big firms they’ve been apart of and led!

4. Lea was asked to do an inspirational talk at the biggest casualty company State Farm which ended up also being a training that was very well received. Lea was also invited to be a fledging member of the elite team member group which held seminars at State Farm, where she started her financial and insurance services career.) She soon left but they were interested in her going through their agency program which was at a very young age, years ago but she was 22 and went on to lead at another fortune 100 finance company before founding her and Marc's firm, Boracchia Wiviott Wealth Partners, LLC :) to help clients at what we feel is the highest level since we have no ties to other funds nor get paid on commission; and every client we are a fiduciary for and have a signed contract. The other companies can't do this, they are paid on commission.

Speaking Engagements

  1. Lea was honored and invited to mingle with female general counsel in tech companies and women entrepreneurs in an exclusive event by a high profile company specializing in IPOs, October, 2017. She was invited again in 2018 to honor her and other impressive women in tech by Merrill Corporation. 
  2. Lea was asked to speak at University of San Francisco's Women in Finance Panel with one of the leading CNN news anchors and the first female stockbroker of San Francisco.
  3. Marc was asked to and spoke with one of the largest investment banks, Deutsche in the bank’s corporate headquarters.
  4. We also have spoken at various tech coworking spaces such as the Silicon Valley Pad about issues relevant to entrepreneurial types of people and innovative companies.
  5. While in leadership at the biggest life insurance company, Marc was asked often to speak with the Fastrack class of new financial representatives which was at Northwestern Mutual, a Fortune 100 Company, which he did often.
  6. While in leadership at the biggest life insurance company, Lea was also asked and spoke to the Fastrack class of new financial representatives at Northwestern Mutual, a Fortune 100 Company.

*Pending: Lea will be speaking soon to a female organization with around 500 members. (Ask us if you want to know more about it however invitation is for organization members only.)

Privacy Note

 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
Find your freedom, become financially independent, find your best investments with us
Find your freedom, become financially independent, find your best investments with us

IF YOU HAVE YEARS OF PRIVATE WEALTH MANAGEMENT OR INVESTING EXPERIENCE OR ONLY JUST A LITTLE, YOU NEED A TRUSTED ADVISOR WHO’S SEEN IT ALL (NOBODY HAS BUT IT FEELS LIKE WE HAVE) WITH OUR TEAM’S CENTURIES OF PERSONAL AND PROFESSIONAL EDUCATION AND EXPERIENCE!


If you would like to contact us about speaking engagements, becoming a client, or other community involvement you can drop us a line at Team@MyBestLifestyle.Pro  We look forward to hearing from you and more importantly helping make an impact in your pursuit. What is keeping you or your community up at night? Please let us know, click below!




We will guide you to find the best investments and the best stocks to buy
Invest in Real Estate! We will guide you
Become successfull! Find the best investments, We will guide you!
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC

CityBldr was thought of by Lea with Marc and Bryan in Marc and Lea's apartment. Lea came up with the idea. Lea and Bryan were best friends. As the press took off, Lea and Marc were by Bryan's side happily the financial planners. As you can see Forbes ranked CityBldr #1, PWC also named them the company likely to change real estate as we know it. CityBldr found billions in arbitrage. Also, Lea was featured in invite only social club Modernist who's members include the technology elite, and only the founders and investors.

 

Below you can see some of the magazines that Lea was in as editor-in-chief and an article she wrote back in 2009 on the first Black South African to vote. Lea and Marc are major civil rights activists and very proud of the Black Lives Matter Movement and women's marches that have since occurred. 

 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC

For the full version or any more copies of press ask us! We're happy to send it.

          Maximize Your Gains & Minimize Your Losses

 


Here you can hear some of the recognition we have received from our respected clients and publications you may know!

#1

are our founders!

Together Lea and Marc have led in 3 successful financial firms!

Our team of 60 analysts are leaders across the world!

Our team's founders before and during Boracchia Wiviott Wealth Partners have had their innovative ideas or financial expertise featured in:

 

S&P Global

 

Bloomberg


Remi Network



CityLabs



Inman




Price Waterhouse Coopers


Wallstreet Journal


Seattle Times & Seattle Property Investors

 

Geekwire


BizJournals




Forbes

 

YAHOO! Finance


Kiro Chanel 7



Commercial Real Estate Development Association

 

King 5




Testimonials from Many Clients

(& a couple from our grateful colleagues)

Lea has nearly 20 years in the industry, Marc grew up in it and with our 60 analysts we have thousands of years of investing wisdom. But don't just take our word for it, see what others have to say!

 

(If you haven't seen the scroll above, you can see some copy and pasted from LinkedIn and cards scanned in since they were sent the old fashioned way!)

Anne V.

Client

“Thank you for helping me roll over my investment accounts so easily” (and this client sent these flowers!)

Rob Segale

Operating Executive, Segale Bros

“There’s not many people at the caliber of Marc and Lea… she’s spent so much time with me on my planning. The two of them have become indispensable to my future. My brother and I don’t trust many people…they are both well intentioned and caring of us as clients (and I know many of their clients too, and they love Lea and Marc too). Marc and Lea are worth every minute… They call their company Boracchia Wiviott Wealth Partners, LLC because they have such a pristine reputation.”

Lea Wiviott Boracchia

Financial Planner, Registered Investment Advisor, CoFounder, Boracchia Wiviott Wealth Partners

"Marc is brilliant. It's rare that you meet someone who is so down to Earth and laid back, happy-go lucky, yet a prodigy. Marc has immense executive leadership training and experience and has brought so many companies to market in the sophisticated medical industry. His team includes who launched BioMed to market (purchased later by Zimmer). His Family business was their first distributer. Marc was coached by his dad Ed Boracchia throughout his whole life. He is incredible at identifying and bringing companies to market. Some of these include Arthrocare (purchased by Smith & Nephew), Exactech, Ascension (purchased by Life Sciences), OrthoHelix (purchased by Tornier), Solana Surgical (purchased by Wright Medical), OR Specific, Buffalo Filter, etc... The CEO also put Marc in a Vistage executive group for over 2 years helping executives become leaders in their companies while strategizing outside the box thinking from within. Marc learned what it took to help grow market share for new medical technology, manage a sales team, communicate with surgeons and consultants, and run a profitable business. The learnings have helped Marc tremendously in his growth as a professional asset manager, which is his calling after seeing immense wealth needing to be managed and considering himself just the little guy in it all.

As our chief investment officer, you are in incredibly caring and experienced hands with Marc creating and protecting your wealth, and unveiling your grand dreams like us in Boracchia Wiviott Wealth Partners since 2013."

Alethea B, Insurance Agent

"I've known Lea for a very long time, about 13 years [since she started]. I saw her begin... in her insurance career. It thrills me to see the progress she has made and where she is today... I'm sure you will be in fabulous hands!"


Blake van Arnam

CPA, Seiler

“I have been fortunate enough to have had the opportunity to work with the team at Boracchia both on a personal and professional level for more than a year. As a CPA, I do a lot of work with several different advisor from all the various companies and Marc and Lea have been by far the most passionate in their line of work. I have never seen a team so dedicated and focused on helping the individual better their life and personal situation. Both Marc and Lea seem to be fueled and motivated with bettering their community and enriching a person’s life, then any bottom line profit. They both have always shown me nothing but care about my personal situation and treated me as if I was part of their family.


As a CPA I have witnessed firsthand a lot of interesting and flat out bad investment strategies, but after several conversations I am more than confident in Marc and Lea’s ability. With team Boracchia, it is clear their approach does not only take into account the greatest ROI but also the most tax efficient and smart strategy. I find it very easy to write this recommendation for team Boracchia since I have never had a bad experience.”

Marc Boracchia

Registered Investment Advisor, Chief Investment Officer, CoFounder Boracchia Wiviott Wealth Partners

“Lea is gifted in real estate and revenue generation in general as well as protecting her clients assets. Prior to even becoming a realtor but also when she became one she identified multiple properties for purchase and eventual sale. Each one generated six figure ranges of revenues. Doing this multiple times has led to a lot of money. Lea takes the time to evaluate her client's goals and help bring clarity to any investment process for clients in her humble demeanor. I wholeheartedly recommend LeaShe'll listen to you carefully which is rare these days and negotiate on your behalf like a guru. I'm still blown away by how much arbitrage she can yield for clients. Ethics are what also set Lea apart. Everyone she works with knows it and loves working with her even when she is negotiating they know they can trust her! She’s a shark. You want Lea on your team! Since iIm an investment professional I need to put my disclosure (it's just how I operate and important you read it and understand it: bwwpllc.com/tos) Work with Lea, you'll be happy you did! She cares and has an excellent track record of leadership in real estate, investment management and insurance and financial planning which is what you should care most about since it's one of the biggest ways to feel happy. As a registered investment advisor she also is more objective than most because she really cares about doing the right thing for clients, not a surprise she's great at selling real estate too and highest and best use purchasing as well as creating beautiful homes that even neighbors have modeled their remodels after! Work with her as your financial planner or realtor,  her eBooks are a kind gesture for everyone and she'll help get you to where you want and make you feel better about your life! Lea and the team will help you in a big way to accomplish your goals anywhere and whatever they are.


Response from Lea on behalf of the whole team at Boracchia Wiviott Wealth Partners: Thank you to everyone who shares your best life - changing experience with Boracchia Wiviott Wealth Parters! Your satisfaction and happiness are our watchwords!

Ruby A.

Team Member

“Marc and Lea, I am so honored to work with you in your practice. I get up excited…”

Mclean Reiter

Founder, Knotis

“Lea, Marc and their team are easily and decisively -- without question -- the best! They always offer sound financial advice to my family and I, based on our investment objectives, as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice, as our needs change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our financial well-being, and our future. Lea and Marc are both genuine, reliable, ethical and highly recommended.”

Alleona & Lloyd

PhD Student, Columbia University & Executive, Google

"Lea and Marc care deeply about their clients! If you're looking for individualized, empathic financial planning, definitely look no further! You'll be in great hands with this team! For years this team has helped us understand and manage our money, the guidance has been life-changing! They've taught us so much and we feel so much better understanding how to think about our wealth. They are invaluable. Work with Boracchia Wiviott Wealth Partners!"


S W & Lory

Graphic Designer and Physician

"Boracchia Wiviott Wealth Partners were super helpful setting us up with our insurance needs. Lea & Marc are both very knowledgable, and easy to work with. They understand the financial world. I would highly recommend working with them. They are really impressive and know alot, more people should work with Lea and Marc and take their guidance seriously. The world would be a better place! Your wealth and protection is very important."

Bryan Copley

CEO, Citybldr

“If you’re looking for a game-changing advisor, look no further than Lea [and team]. I’ve learned over the years her services are more valuable than those of a typical financial advisor… savvy regarding personal and corporate financial matters, and will inspire you to do the things to help you achieve personal and financial success.”


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About

Lifestyle Experts and Financial Planners, $1mil + by 30, Trailblazer of Minorities & Women in Real Estate & Investing in the Stock Market. Mompreneur. Dadpreneur. Private wealth meets your favorite motivational speaker with actionable items you can make money online from efficiently! I look forward to connecting with more badass women and men, ;) to your your best life with us as your leaders to which are the best stocks to buy right now, Lea, Marc & Team

 

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