Is it protecting your family, improving the lives of your employees, taking off and building houses, or something else?
You've worked hard and you deserve credit. What can get in the way you probably have come to realize is the inevitable. Some of these perils as their called in the industry are controllable in our lives. The inevitable doesn't discriminate between cities, suburbs, big homes nor city apartments. It strikes people who may have a clean bill of health. This is called the inevitable, it's like a drift, which is uncontrollable. In these times you as our client benefits from Boracchia Wiviott Insurance Services stepping in to shield our clients from more loss. We can help you avoid what we can; so you can remain in utmost control and rebound faster.
What keeps you up at night? It feels so much better to start solving the issue(s) now; and the earlier you begin, the cheaper many policies are. Certain life insurance policies include cash value which can accumulate tax-deferred growth on a compounding basis, and with guarantees by the insurance company. Whatever is keeping you up at night, including market volatility, we can help alleviate a lot of these anxieties.
What we love most about Boracchia Wiviott Insurance Services is that we can offer checks when our clients tell us they have just been diagnosed with things that trigger benefits be it disability or long term care, and in devastating cases life insurance. The team at Boracchia Wiviott Insurance Services likes being the ones who offer money when everyone else tends to freak out. Too often people disappear when those around us need us most, but not our team at Boracchia Wiviott Insurance Services! We will be here for you when things are good and when it’s rough.
We handle all kinds of insurance. For the full complete list click above. Or contact us directly, we want to hear from you! Work with us! We can handle all your insurance needs. Please click “Start” Below
Having insurance is kind of like going to the doctor. You don't want to have to but if you do, you want to have had the ability to. The consequences, not the risk is why you need insurance. The chances are 3% that a loved one will pass away without any life insurance. This is higher than a car insurance claim and not as likely as an injury or illness that lasts for a year. The unintended consequences are worse. The costs of income planning, especially if you have the most you can through an employer (the most your employer can cover your income insurance for is typically 60% of your base salary), the cost to supplement your income, provided it is suitable and you're insurable, is pennies on dollars. Most people surveyed don't even know these types of plans exist, and 20% of us will have an illness preventing us from earning our income for a year or more during our working years.
Accidents that are life changing also suck up our time. Over 2% of drivers had car accidents, less than .5% of Americans had home insurance claims, and 40% of Americans had extended care claims in the year of 2012 when Wall Street Journal published these findings. The risk is far less yet we insure our cars and homes more than our health. Those who are educated know there's more to protect in our lives.
We can help you get where you want to go. Boracchia Wiviott Insurance Services focuses on helping you as our client expand your horizons to think past what is regulated and into what your goals require you do to stay ahead. We are proactive. Your needs are usually much higher than if you did what most people do and get the state or lender required minimums on car insurance anyways. Your as our client aren't like everyone else.
The wealthier you are the more you need to review and make updates with a team of insurance experts. Ignorance won't help you in a claim. Your dependents will still need you. As you age it becomes harder not easier to take care of your needs. Relationships now carry you forward in ways sometimes we never in a million years expect.
THEY CALL IT THE SILENT KILLER. THEY ALSO CALL IT THE WIDOW MAKER. MANY HAVE NO IDEA THEY HAVE THIS RISK.
GIVE THE GIFT THAT KEEPS GIVING. I ENCOURAGE YOU TODAY TO CONTACT YOUR TRUSTED WEALTH PARTNERS: (424) 625 - 9043.
THE TIME TO GET INSURANCE IS NOW, WHILE YOU HAVE THE TIME OF INSURABILITY ON OUR SIDE. WE'RE IN THIS TOGETHER. FRANKLY, WE REALLY ENJOY BEING THE ONES WHO WITH THE INSURANCE COMPANY, SENDS YOUR FAMILY CHECKS DURING THE UNTHINKABLE.
If you're a director or officer, your life is on the line everyday like everyone else's. In an instant you could lose your ability to earn your income. The wealthier someone is the more insurance they usually take out, provided they can. Employees who may become business owners one day usually know they need workers compensation. We specialize in newly minted millionaires and fledging entrepreneurs alike. The truth is everyone has questions and there's not many experts with the breadth of knowledge, vast experience from the biggest firms (our founding partner originally started in insurance in 2003 and has worked for years at the biggest casualty insurance company and it's subsidiaries, and two of the biggest life insurance companies). Boracchia Wiviott Insurance Services is dedicated to help protect you as our client's heart and on your balance sheet!
Boracchia Wiviott Insurance Services, as entrepreneurs and experts in the financial and insurance field care about making sure nothing can get our clients who work so hard down, to the point they can't get right back up. Money is supposed to be managed to make more, or enjoy it one day such as in our later years, not save it for a rainy day and pray that lawsuit never actually happens, because when it does it wreaks havoc typically for a a while. We want to be here to help you recover from the unexpected in the fastest time period possible. We enjoy being the one to provide the checks with the insurance company that we choose together based on our decades of risk management and insurance expertise.
WHAT KEEPS YOU UP AT NIGHT? WE CAN PROBABLY HELP YOU. Click Here to send us a message and someone from our team will contact you promptly!
The team at Boracchia Wiviott Wealth Partners, LLC brings with it centuries of financial achievement to our client's lives. Our clients tell us they appreciate how we bring clarity to their intentions and the overall peace of mind that comes as a result of our partnership and into the future. We are a registered investment advisory and offer family office expertise to our high value client.
As an RIA, Boracchia Wiviott Wealth Partners is independent from biasness, but as you can tell from our wealth of information online, we are hard workers and thoughtful for our clients. Not every RIA has insurance access let alone decades of leading experience, in fact most contract it out to subpar companies. We have hard to get relationships with insurance companies that are only for top insurance producers and we outperform, this is our history. We have always done what’s right for clients and led the industry for decades, our founders Lea and Marc have decades of insurance wisdom as leaders. In an industry that can feel very big and scary, we hear often how much our clients appreciate us. They tell us often our expertise is refreshing. You can see some of our testimonials here or just contact us today which we prefer to start your best life which could be a very long life, and therefore needs protection today!
We care about education, growth, and learning. This helps ensure nothing is able to knock you down, to the point you can't get back up as prompt as possible. This process comes from helping a tremendous amount of busy professionals and is also our mission. For even more, click here for our Team Page, which includes videos of us. Contact us here, which again we prefer!
As a tech founder of renowned companies we completely understand buying online is convenience and we want to provide this option! However, the qualities that are highest ranked do not sell their products online.
JD Power, Moody's, Standard and Poor's, AM Best are all independent rating agencies. The financial insurance services they offer such as life insurance, long term care, annuities, disability income and other sophisticated insurances like errors and omissions, and much more are NOT able to be sold online.
Your insurance policy is only as strong as the company it is backed by. If an insurance company takes in every "risk" as they call it off the internet, they may likely be taking in clients who would hurt the company.
Part of how the highest rated companies stay so financially sound is they limit who can work with them.
Please contact us, we will make your process seamless to ensure you get the protection you deserve at the right price! We have coveted contracts with the best, and the prices are not less or more whether you are online or not. (424) 625 - 8943 or email us at information@BWInsuranceLLC.com
Lessons from famous deaths: Michael Jackson’s Estate is still being settled. One of the reasons the families who have sued have a basis is because his trust was set up improperly if privacy was their goal.
There are countless more stories of famous deaths that ended up spending 75% of their assets in ways they didn’t need after their death - legal fees notably! Contact us to start preserving your best lifestyle today!
Do you have lingering questions such as about how we select the right insurer: contact us, we’ll send you our proprietary sheet!
Call Us at (424) 625 - 8943 and our team will send anything you need right away!
Your future is now as the old Japanese proverb goes.
Contact us today for a no obligation 15 minute consultation. Together, we’ll create a vision for protecting you and your family, growing your business, and we'll help you establish the right steps for continued success in the future. Our clients tell us our custom proprietary process is refreshing and they love their portfolios. Our mission is to help our clients and theirs be successful in their endeavors. We welcome you to experience your custom expertise, planning and portfolio consultation. We hope to inspire you to reach your goals no matter how big they are and help you to focus on what you want to be doing best. We take your goals to heart and look forward to helping you succeed as our client. Please note: we do not charge any markups and the prices of insurance are the same whether you go but we have access to hard to get companies as well because of our long history of being #1 in what we set out to accomplish
YOU! Don’t get screwed by something you can't recover from - plan with the experts and PROTECT WHAT MATTERS MOST. We specialize in working with large settlement cases, trusts as well as individual families, individuals, and businesses across all industries. WE UTILIZE OUR SIGNATURE INCLUSIVE PLANNING process for everyone as well as our flagship own FINANCIAL SECURITY construction PROCESS.
Financial planning AND EXPERTISE with us as your wealth partners helps keep your best life possible!
THE DETAILS AND IMPORTANT ASPECTS BEHIND OUR INVESTMENT PHILOSOPHY ARE TRADE SECRETS THAT ARE FOR OUR CLIENTS ONLY. WE VALUE AND PROTECT OUR CLIENTS. CONTACT US TODAY TO BECOME A CLIENT AND START FEELING BETTER TOMORROW! Click Here!!
Please take the first step to increase your investment returns and minimize risk. live financially free by letting us know:
What is most important to you and yours? How can we best serve you?
Yes - send us an email and we will provide you a copy of our new free eBook! Information@BWInsuranceLLC.com This way you will get VIP information that is not published anywhere else!
What keeps you up at night? It feels so much better to start solving the issue(s) now; and the earlier you begin, the cheaper many policies are. Certain life insurance policies include cash value which can accumulate tax-deferred growth on a compounding basis, and with guarantees by the insurance company. Whatever is keeping you up at night, including market volatility, we can help alleviate a lot of these anxieties. — Lea
Let's not waste time. You're smart for exploring insurance and investment ideas with Boracchia Wiviott Insurance Services.
Everyone has worked hard at points of their lives. Protect your lifestyle with the wealth partners, Boracchia Wiviott Wealth Partners!
We offer a multitude of services, as a family office. Live your best life with us as your risk management team! CLICK HERE to schedule your confidential insurance and financial review with Boracchia Wiviott Insurance Services!
WE LOOK FORWARD TO SEEING WHAT'S IN YOUR HEART REFLECTED AND PROTECTED ON YOUR BALANCE SHEET!
As a do it yourselfer or a private client we are your invaluable and renowned full family office wealth management and planning team.
By hiring Boracchia Wiviott Wealth Partners to get you where you want to go, you will gain both an expert guide and friend like no other.
Here our cofounder Lea shares her how and why she started in the insurance world; and this solid foundation of protection influenced us to open our registered investment advisory, Boracchia Wiviott Wealth Partners, which Boracchia Wiviott Insurance Services merged with in 2019.
PLEASE CONTACT US FOR THE MOST CURRENT INFORMATION
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!"
“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.
“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."
“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.”
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