Many work with us because of what I’m about to share with you. This brimming understanding is essential to how Boracchia Wiviott Wealth Partners custom financial plans are unparalleled in our value to your best life.
Most successful investors keep a positive brand but deep down their way of staying successful is shrouded. They conceal mistakes, patents and more because this hidden intel is how they’re profitable. Taking the time for others is not their business, but they want you to think it is.
Boracchia Wiviott Wealth Partners is in the business of you; hence our business registration as only an independent registered investment advisory and not a brokerage; and track – record of always speaking out for what’s right, even resigning from boards where notably we managed early officers at Facebook’s money, these are billionaires… it’s not a sacrifice because it’s all about our financial planning clients.
Success is connection in doing what you love everyday, getting paid what you need and deserve; and habitually expanding your breadth for others and yourself. There’s so much injustice in the world. Our impact for decades is everlasting focus on the "average" (nobody is alike though!) person and ultra high net worth individuals as well as everyone "in between," as is our mission as royals. With no holds we unveil the secrets others don’t want you to know about wealth! As your fiduciary, our interests are ahead of even maybe your own parents.
Again, this is what others will NOT share with you, it can be a threat; they want to keep everything peachy because it’s how they grow. We build the only way we know how; notably through our transparency and access for you to have the same roadmaps that made us #1 and the thousands we’ve helped of literally every background, age, and group through our vast different places we’ve been at – all in finance that converge in starting Boracchia Wiviott Wealth Partners at the end of 2016!
Sometimes people say you don’t want your competitors to try and copy you, Lea, Marc and your team’s approach. They can’t! They don’t have our experience. They’re not us! We share everything for you! We exist at the intersection of your favorite motivational speaker and private wealth manager. In essentially real-time the good, the bad, the ugly - you can ask us, me, Lea or Marc, our founders and only co-owners of Boracchia Wiviott Wealth Partners, anything you want! We are here for you foremost as your beaming wealth partners. This is very different from most companies who are here for their stock holders. We even stayed in wealth management once our idea at CityBldr was confirmed to have found billions in opportunity (we didn't need this confirmation, we knew) and began getting acquisition offers and much more from the most widely known companies; it’s an honor and we did it for years, we were asked to serve there of course it was me, Lea's idea, ;) but our goal again is to be objective for you as our client.