Client

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.”

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!"

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.”

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 Lea! She'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.

Team Member

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.”

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!"

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."

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.”