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The ETF Investment Portfolio
Diversified, Momentum Investing Indicators, with Macro Economic Framework
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Here's a Peak at Some of The Resources You Land as a Boracchia Wiviott Wealth Partner!
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Boracchia Wiviott Wealth Partners is a Registered Investment Advisory.
We are fiduciaries to our clients and by law must act in our client's best interests.
We recieve no compensation from third party entities for our investment recommendations.
Our investment philosophy incorporates fundamental analysis with technical analysis.
We invest in all asset classes and sectors globally and focus on those in an uptrend.
Our understanding of the global macro economic and political view helps us identify investment opportunities.
Alternative asset class investing is an area we thrive in.
If you want to take your investing to the next level; Join the Boracchia Wiviott Wealth Partner team today!
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."
There is a lot of opportunity given the climate right now!
All of our investment portfolios include actionable trades that financial advisors, investment advisors, hedge funds, family offices and pension fund advisors are implementing for their clients.
We are providing the same vehicles that are accessible to you through us as your partners at a fraction of the cost. The only difference is our clients are buying and selling the individual holdings; as a result of us not making the trades on your behalf, you as our client are saving tens of thousands of dollars over your lifetime.
Meet our Chief Investment Officer Marc Boracchia! After leaving venture capital he co-founded Boracchia Wiviott Wealth Partners with his wife Lea to help all types of clients live their best life. Cheers to your carefully thought through and updated gold investing strategies with immediate access to start earning more profits! You'll be reaping in loads of profits sooner than with anything else, gold stock buying is the biggest opportunity right now!
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