“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.”

“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.”

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

A big thank you to Lea for inspiring me to set financial goals and keep them. Like many, I avoided and resisted since this stuff isn't the most glamorous or fun to focus on, but I really needed the help and feel so much better about the future I'm setting myself up for. I'm glad I found a trustworthy advisor to work with who also happens to be a friend and motivator. Recommend to peers.

"Once we decided to start our company things started to move really quickly, capitalization came in ASAP, clients started signing on, and the company was lifting off. Which I knew it was time to look into a "risk management" team; first initiative to get insurance. We asked around and heard Marc and Lea name multiple times as some of the best. Not because of the traditional "better rates" but because they "truly care about your company and its needs." They both spent the time to understand exactly where we were, what we needed and then made recommendations on only what was "necessary," at that time, while simultaneously preparing us for future progress - whether that was with them directly or within their highly respected circle of experts -- they have more than lived up to their reputation of providing the highest level of service. Anyone who is fortunate enough to work with Marc and Lea can say they are looking out for the best interest of the founders and company when suggestions are made. I look forward to their continued contribution to our corporate team and company, including the friendship they have brought to the table...Thanks Lea and Marc!!"

As an intern for Lea Wiviott's practice I can say that Lea is an amazing leader and mentor. She handles her practice with the utmost attention and care-- making sure that her clients are always well taken care of and informed. Every client is a priority on her list. Lea is the person you want to guide you on your financial planning she loves what she does and it is evident through her enthusiasm and attention to detail. Lea has years of experience and knowledge making her an asset to your financial planning needs. She is well informed and is wholly adamant with providing services that are genuinely pertinent and in the best interest of her clients. Interning with Lea has been a great experience-- I am walking away with knowledge that will last a lifetime and am grateful for the opportunity.

Lea and her 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 is genuine, reliable, ethical and highly recommended.

Lea and Marc understood the risk for my long term financial needs. The helped set up insurance and financial needs to make sure if anything happened to me that my family would be secure. I thought I knew what I was doing but Lea and team opened my eyes to other strategies I was not aware of. From one real estate expert to another I can tell you Lea is an innovation leader with wisdom in real estate, investments and insurance; I'm really grateful they are my family office. They are extremely valuable to their clients. Other advisors don't even compare. Thanks Boracchia Wiviott Wealth Partners for what you have done to secure my future.

“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.”

Dynamo. Committed. Refreshingly Real. Those were the first three things that came to mind when I thought about Lea. I had the honor of having her attend one of my communication workshops, and what impressed me was her ability to genuinely connect with others. In one day, she made such a lasting impression with many of the attendees. When I found out she worked for Northwestern Mutual [before they went downhill and parted ways], I was doubly impressed. My mom had worked for them at their corporate headquarters and I remember her saying "if I had not had to move, I probably would have worked there until the end." Mom just loved them and their mission. (You know that what Mom says, goes.) And what Lea adds to an already solid company is devotion to her cause of helping people achieve their life goals, BUT done in such a down-to-earth, professional way. In an industry that can feel really intimidating, Lea brings compassion and a really, healthy dose of fun. Anyone would be lucky to have Lea as their Financial Representative.

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

It thrills me to see the progress Lea's made and where she's at today. I saw her start from the bottom and I'm sure you'll be in wise hands if she's as diligent on the financial planning side as she is on the insurance side of things! Congrats Lea to your accomplishments!!!

I have resisted working with a Financial Planner for SO many reasons, reasons that I discovered are all quite inaccurate and fear based, especially when working with someone as wise, compassionate and experienced as Lea. I was amazed as the relief I felt by getting Life Insurance in place, a product that I misunderstood, until stepping back and considering what would happen to my husband and children were I to die unexpectedly. I didn't realize the weight that I was carrying around by not addressing this gap and creating a solid foundation on which to build the rest of our financial plans. Thank you Lea! I look forward to working with you for many years and hope that others recognize and work with you on the empowering services that you provide!