You want us at the helm. Our wealth management business and financial planning as well as all subscription services and industry leadership, is curated with YOU in mind. We're focused on our clients but to provide those who are getting to know us information about ourselves we really appreciate this and here you go: Our personal research has led to the creation of leadership in the real estate tech and finance world. I don't know anyone else who can say they've led at multiple fortune 100 companies, and in the startup world according to Forbes, PriceWaterHouse Cooper and many others.
Managing investments is what we are gifted at, but what drives us is actually helping inspire people.
LET'S GRAB YOUR BEST LIFE BY THE HORNS TODAY!
We used to be too young and too busy to achieve what we achieve. We are unique - the team behind BWWP LLC started multiple influential companies. The only barriers to true financial security are your own. We help clients tremendously because we have decades of experience in house at firms and know where their weak spots are. Thus we cater to our clients in the way they need; we listen, we leave you with that feeling you got the whole story. We don't cut corners on service. We see our clients as real relationships and know how to protect our clients. Most importantly, we don't recommend sectors or funds that we are invested in without full disclosure.
The biggest reason financial institutions lose client's money is because they know what they are offering is not managed nearly at the level the actual sale is. Advisors in big firms are discouraged from learning too much about investing. That’s fine as with any business specialization is great but they’re discouraged to ask too many investment questions - there’s a reason.
We are transparent with our clients and understand where we are putting your money. There’s an old saying don’t invest in something you don’t understand. In this brush stroke big firms have stockholders so they have to perform not only for their clients but their shareholders. Thus a conflict of interest always exists. They sell their own funds out of their own portfolio. So when they call you with a hot stock pick, like we saw with Puerto Rico bonds, housing crisis, what you had was firms selling out of their own portfolio. They knew years ago these funds weren't producing. So to capture their own gain, they act like they're the best thing since sliced bread and they sell them to you. There are endless big firm stories like this and will continue to be.
Have you checked your return if you work with a big firm recently? Are you averaging 5% on a balanced portfolio or 10%? Nobody can predict returns but brokerages have what's called a limited fiduciary. This means they can get away with these types of strategies more easy. They have competing interests, by law.
At Boracchia Wiviott Wealth Partners we don't have competing interests. Again we don't sell funds from our own portfolio unless we fully disclose, and we haven't yet. We're happy with our strategies and most importantly if we did sell our own personal funds it would be because it was the right thing for BWWP LLC's client.