You found the dream team!
Boracchia Wiviott Wealth Partners is the best place to start your financial planning, retirement and investment journey because we are OBJECTIVE! This is disruptive & we have enough experience in disruptive technology to handle being the finance source you need to hear from!
How we're able to offer the financial planning, retirement, and education piece makes us better stock advisors too.
For Profitable & Trustworthy Stock Picks: What sets us apart is we are financial planners and do not run ads on our site. Additionally, all of our investment portfolios include actionable trades with updates and the recommended asset allocation.
A note about ads: Advertisers spend a lot of money to ensure their products are sold! Thereby the other what may seem like similar companies to ours are bound to their advertisers since that's how they earn their revenue, not clients! As a result, lots of subpar ideas appear on our "competitors" sites.
Even with our formula to success in financial planning, but it's hard to find any advisors at all without third party ties; other advisors or planners don't have our experience and they're not offering as much for financial planning or stocks.
They are not us, renowned financial planners. They don't care about clients as if you were our family. Thus, we include what no one else does and that is the allocation of assets you should have in each portfolio. This is hugely valuable to profit from and save you costly mistakes!
We provide new holdings to buy or sell often and our holdings are fully loaded with as many as we can, 10 even 15 such as our gold and silver portfolio has; and it's 2 for 1.
We don't let anything impede advice! We overdeliver and came into this unlike your average advisors. We had to make our first hundred thousands then millions as investors and the voice you are finally ready to hear as a right of passage to call ourselves your best lifestyle experts in addition to financial planners which in and of itself took alot for me, Lea, to get my 8 licenses that make it up.
The renowned Boracchia Wiviott Wealth Partners are your best lifestyle experts. We've identified billions in opportunities, cofounded the real estate company recognized for being the first to use Artificial Intelligence in this way approximately 5 years ago; and our dream is to give back.
At our Investing Profits by our Boracchia Wiviott Wealth Partners team, private wealth meets do it yourself investing, the notable difference is you are transacting your own trades, but we tell you what to buy continuously! Clients are our goal! Start Investing Profits today, here!
For Experience & Renowned Financial Planning: We are exceptional with thousands of plans run and a lower cost of scale. Our ideas and clients have been featured as trailblazers in every major Western publication. Notably, our competitors charge too much!
The average financial plan is $3,500 to $4,500 according to the Financial Planning Magazine. 99% of Americans can in no way afford this no matter how successful the advice is. We utilize economies of scale through technology like we've led fintech in before; and are in this with you for our long-term best lives.
Subscribe to your best lifestyle today as a do it yourself stock investor through our Investing Profits Page!
Are you too busy and as a result prefer private wealth management or to learn more about custom financial planning with the renowned Boracchia Wiviott Wealth Partners, great, start here to start your custom financial plan.
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Nobody does wealth management and investment or financial planning like Boracchia Wiviott Wealth Partners. Nobody.
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.
Those who work with a financial planner earn 110% more than those who don't - Boston Consulting
As financial planners, this is our goal in all of our services. The more services you start with us, the more we expect you to earn. Our history is that everything we lead turns to gold. See our team page for additional information on this.
Click on any of the various links! We'll lead the way. Stay focused on your goals with Boracchia Wiviott Wealth Partners through our eBooks, financial planning, newsletter subscription services, segment expertise, private wealth management, fee based planning, financial plan assessments, coaching and industry leadership! Below you will see the expertise we have currently available and what's next down the pipeline! Please feel free to send any requests to Team@MyBestLifestyle.Pro we are already managing assets so it's easy to rearrange things and unveil a new subscription within a very short time period! Thank you!
Our dream has always been accessibility for our clients. The firm we used to work at, Northwestern Mutual, purchased Learnvest. We were jumping up and down only to find they shelfed this valuable company. the founder had just had a baby, when she rang the bell at the Exchange when she was pregnant. Her site led to everyone having the ability to have a plan, and advice on retainer provided they had a computer.
Back to our former firm, where we were #1, we were all told the sale would lead to us all helping become the planning culture we thought we were on the same page of innovating. Unfortunately, our former firm shelfed alot of female led initiatives such as Learnvest. While this purchase was huge and not like any other sale they had made (purchases are rare there), they did not continue to deliver on the promise to help these clients. Learnvest no longer exists and these clients need to find someone else. Yes we want to warn people about these types of shenanagins, but we also know our role as change agents for minorities, women and everyone who is an equal opportunity influencer (anyone can be you just have to be a do-gooder) this is our criteria. We are also REALLY excited about the opportunity the world wide web brings to people and businesses in other countries! Hence our online store is born!
We are thrilled to announce our Start Something for Everyone campaign! Especially now during Covid it's ever more important to hire us because we have a service for you! From $4 a month subscriptions to try us out and custom financial planning with us on retainer, similar to what Learnvest had, we can't wait to share with you the royal experience of Boracchia Wiviott Wealth Partners. Nobody is as uncompromised, driven and wise. Being on retainer allows us to help you when you need it most. Through the years we've very well thought through our new services. When you put these three together you'll see why Boracchia Wiviott Wealth Partners does wealth management better than everyone else. We are so motivated to help you and we are honored to have you as our soon to be valued client. Thank you for your time.
Literally everything we touch turns to gold. If it didn't, it's because they didn't take our advice. As royals we have high standards. The way to get to where you want to go is qualitative impact. This is our track record. Integrity is the most important characteristic to us and your trust is paramount. Our cofounders Marc and Lea together have decades of experience as leaders in the biggest fortune finance and insurance companies as well as bringing companies to market in complex industries. Our segment expertise is bar none to anyone.
Our background as financial planners began as renowned experts in the field of insurance, finance, venture capital and real estate. We, your guides in this journey of our best life feel very blessed and bring to your financial plans both bring a unique breath of fresh air and breadth of knowledge to our clients.
Secondly, we were early angel and tech founders in San Francisco with an amazing network in Los Angeles and throughout the world as well. Thus, we use what we know how to do / hire for - software development, to scale down the cost of financial plans. As activists and registered investment advisors, nobody puts more thought into their client's financial plans, all of you regardless of level of worth we know we can create your best life.
And after curating thousands of financial plans we know how to advise you to avoid common and not so common pitfalls as well as how to invest tax efficiently, to your custom risk tolerance, and provide clarity and clear education as much as you want throughout. We've made our barrier to entry extremely low so you can see for yourself why Boracchia Wiviott Wealth Partners is better than the best!
The following questions are great! Is your wealth manager a fiduciary, do they have expertise in real estate, insurance and investment management? Are they innovators in industries. Do they have access such as to the top clubs known as crypto-house or other in demand invite-only resources? Do you think anyone else can answer yes to all these questions? We at Boracchia Wiviott Wealth Partners can say YES, and to be very clear this means yes are objective. Objectivity is MOST important. We are a registered independent investment advisory with no third party ties, we don't have our own account to sell from, we don't take advertising dollars here because then we can't speak rightly on recommendations, we are a fiduciary, and we have resources that are invite-only and innovative experience together with our team of sixty analysts that are unparalleled. Nobody does wealth management to a higher standard of ethics. All of us together share the values of objectivity and putting clients first. Work with us today!
We strive to provide you the best wealth and investment management or financial planning experience period. You can mix them together for the ultimate recipe in financial security.
As a do it yourselfer or a private client we are your invaluable and renowned full family office wealth management and investment or financial planning team.
By hiring Boracchia Wiviott Wealth Partners to get you where you want to go, you will gain both an expert guide in investments and financial planning for retirement and beyond. You will also gain a friend like no other. Here's more for you to get started with. We have the pefect package for you!
Also, aren't sure what's for you? Or having trouble deciding if you should start with curating your custom financial plan or investment subscription first? Don't forget we're real people, call us! We like to help clients or potential clients do what's best for your wealth building.
(424) 625 - 8943 or Team@MyBestLifestyle.Pro
Prefer to surf online, we have a chat box too in the lower right corner! Or you can make money all online, we've made it easy! Start above or begin something below!
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.
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.”
Cara Cordoni, Founder
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!
M.S. in Business
Leader, PriceWaterhouse Cooper
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.
“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.”
“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.”
Legal Support, Michelle M. Gill
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.
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!"
Real Estate Founder, True Lifestyle Cost aka TLCengine
“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.”
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!"
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."
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