Frequently Asked Questions
Welcome! For more, drop down this box
We want to curate the best experience for you. Please click the topic below that you are most interested in. Please be sure and contact us as soon as possible. All the most successful have a lead! Start living your best life, today, with us, Boracchia Wiviott Wealth Partners!
As is our mission as royals in the industry we are SO excited to have created a service like no other for everyone! This is our financial assessment. Now we offer two services, the financial plan which averages $4,500 to $5,500 starting among advisors. In addition, the new suited financial assessment! Please be sure and start your plan or assessment as soon as possible. Start living your best life, today, with us, Boracchia Wiviott Wealth Partners!
Communication is the cornerstone to implementation of your best life. For decades we’ve been told our planning is refreshing in part because we break down the most sophisticated ideas and make them easily understandable for you to blossom through. Please feel free to call us if you need help at all deciding which is better for you. We’ve provided the deliverables of each service to help you thrive below!
Your best life is paramount to us and satisfaction with us by your side is our watch word!
What Business Clients Do You Help With?
Business owners, like our individual clients, have many needs. Entrepreneurs have the personal planing needs in addition to the important value of minimizing risk and mitigating the impact of taxes. Homeowner Associations in particular benefit from our firm investment philosophy when it comes to our savings and investment strategies. We can utilize highly liquid treasury inflated protected securities and discounted short term bonds to increase the returns on working capital accounts. These are similar strategies to the portion of money that retirees need when living off their investment income as well. To get started, contact us today for a complimentary consultation: (424) 625 – 8943. We look forward to hearing from you!
What is a Financial Planner vs Financial Advising
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 advisors keep a positive brand but deep down their way of staying successful is shrouded. They conceal mistakes, ways of earning their income 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. This is the scenario of most financial advisors. They are at brokerages and earn a commission.
We are fee-based planners and earn the same irrespective of how you invest. Our deliverables are entirely centered around you
What are the Deliverables of My Financial Plan?
Financial Plan Deliverables
Private wealth management consultation to gather your goals, long and short-term priorities, history of investing, way you run your wealth planning; areas you want to grow.
Then we put together a plan that is your personal financial plan complete with how you are tracking for your top goals. It is a report of precisely how much money you need to retire the way you want, and how much it takes to cover the unexpected in the most wise methods. You will have access to our specific investment recommendations for your entire portfolio and the ways in which you can best minimize taxes. What clients tells us they appreciate most is the confidence that comes with knowing we keep you abreast of what pitfalls to avoid, prior to making costly mistakes; and if we save you even a few percent in tax and risks, you can have even more money at the end of the day.
Your extensive consultation doesn’t just end with your personal planning analysis. Each client also has retainer hours replenished annually providing you access to us for your real-time stock market and additional financial requests. We are relationship driven meaning you need to feel comfortable enough with us to ask us questions when you have them so we can help you. You’ll gain alot in the personal Risk Assessment integrated with the asset allocation that is suited for you, but you need us at the helm guiding you on the days thereafter we meet, so you can and will be enjoying having us as your financial coaches continually.
You will also get everything the assessment gets such as:
Admittance to VIP Members Space which includes but is not limited to:
pertinent tax,
allocation ideas
risk to consider
common mistakes to avoid that can cost you (this alone warrants this price and more it is extremely valuable),
innovative cash flow
information
continuing education
insurance ideas,
investment updates
LOADS of proprietary and renowned ideas, but your personal planning analysis will also include this – and it’s better. Your personal financial plan is custom to you and only your goals.
What are the Deliverable of My Financial Assessment?
Financial Assessment Deliverables
Extensive Personal Risk Assessment integrated with the asset allocation that is suited for you.
Admittance to VIP Members Space which includes but is not limited to:
pertinent tax,
allocation ideas
risk to consider
common mistakes to avoid that can cost you (this alone warrants this price and more it is extremely valuable),
innovative cash flow
information
continuing education
insurance ideas,
investment updates
LOADS of proprietary and renowned ideas.
How Do I Start my Financial Plan or Assessment?
Here are some ideas to consider: I am living my best life. My lifestyle is so wonderful and it’s going to get even better. I’m excited about it! My vision for the future is I’m a philanthropist mentoring at – risk youth, rescuing puppies, traveling the world, raising my family in my dream house, or maybe it’s the private jet, many houses vision, and tons of house help. Whatever lifestyle you have, that’s the lifestyle we can help YOU get to permanently! We can help you brainstorm many more of your options. Envision.
By identifying your goals, you’re beginning your financial plan.
The process of financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with what matters most to you. Contact us however you prefer. Our contact information is below. Our team will be glad to help you.
How Does Boracchia Wiviott Wealth Partners Help Clients?
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 very important clients. All our clients are our VIPs.
As a registered investment advisory, Boracchia Wiviott Wealth Partners is independent from biasness. When you click below you are starting your financial plan and we will contact you to finalize it together. Your financial assessment lacks this step but you do have open communication channels to us and we post everything in the VIP portal for assessment clients. You can take your financial plan or assessment and implement recommendations with us or not. We are transparent and ultimately we care about your whole life.
How Does Boracchia Wiviott Wealth Partners Help Do It Yourself Investors?
We love helping everyone from private clients to do-it-yourselfers and we have carefully thought through how to best serve each one of you and your different needs. It is highly adviseable that you have a custom financial plan. This way you’ll know how much risk to take as well as for all the reasons above those who have a plan have more confidence and make more than those who don’t. Specifically 110% more is the increased wealth those with an average financial planner have over those who don’t have one, according to Boston Consulting. We are far from average; we are renowned you can see our testimonials and where our team’s unique advantages have been featured; and we have presented thousands of financial plans for every type of situation; although nobody has really seen it all, we feel like we have!
How Much Is Enough for Retirement or Inheritance?
It depends. If we’re talking about good assets or the liability rich ones. We also need to know more about your plan – is it to have everything you or your heirs are used to; for most, about 8 out of every 10 clients it’s plan be, which is providing something for example an additional level of economic security. Whatever your goals are, our team of highly trained wealth managers and estate planners can help you brainstorm and finalize the right type of trust and retirement planning.
Where Do I Login to See My Accounts With You?
We are the advisor on records for clients. We do not hold custody. This means that client assets which we oversee are always held in an account or multiple accounts with a third party legal custodian. The main place online that our clients can see their money, performance, and request deposits, withdrawals, or anything within realm is at Interactive Brokers. Their website is ibkr.com
Do You Manage Investments or Only Do Planning?
Those who work with us on the financial planning side do not have to work with us on the investment management. We manage our portfolios nearly daily and custom build each portfolio for our clients. We have a sliding scale based on size. We are invested in our clients long-term. We have been leaders in multiple fortune 100 finance companies. It’s noteworthy to elaborate that we gained experience from the top companies but learned independence is better because first-hand we know that no banks nor brokerages could ever influence our investment strategy for clients. This is part of why we are so valuable.
Additionally, our advice is important because we don’t sell from our own account and dump what we don’t want on to you. Additionally, we don’t believe in the “set it and forget it” methodology of large firms, if you can’t tell. We have always done what’s right for clients as royals no matter what. That’s why we hear our expertise, planning and investment management is refreshing and we are asked to lead so many.
Who Needs a Financial Plan?
Everyone. We have carefully formulated a way to service every client. We offer a multitude of services as your family office, all of you. We have something for everyone whether you are ultra high net worth, affluent, or just starting out. Accessibility these days in particular is paramount and we are consistently rolling out new features to continue to wow our clients! Your best life is at the top of mind for us, always. Live your best life with us as your wealth management team. If you are saving over $20,000 a year or making over $150,000 it is adviseable you invest in your custom financial plan through the assessment for you! Our renowned planning will revolutionize your life. Our services are crafted to be awe-inspiring for clients! Start now!
What Are the Next Steps?
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.
What is Your Investment Philosphy?
The details and important aspects behind our investment philosphy are trade secrets for our clients only. We value and protect our clients. Contact us today to become a client and start feeling better tomorrow! Please take the first step to increase your investment returns and minimize risk. Live financially free by starting your plan!
If you prefer the phone please call us at (424) 625 – 8943 to get started, you can also text us but we will listen to your voicemail if we miss you! Your future is now. You can also get started efficiently online, and then we’ll set up an appointment, please click below:
We look forward to seeing what’s in your heart reflected on your balance sheet for what could be a very long life; and security for your future if legacy is important to you.
If I Have You Manage My Investments, Do You Offer Separately Managed Accounts?
Yes, every client of Boracchia Wiviott Wealth Partners has their own fund. This is very unique because we custom construct each portfolio to you, as our client. We do offer many do it yourself options for those who want to invest through other means but we must be honest, the best returns will always be from a team because we are on this every single business day and have 60 analysts. It’s worthwhile to have your team but it is a career and you can by all means do well investing on your own. The advice we provide is also not limited to investments we provide ancillary tax and legal advice. Everything we do is in the content of your very own personal planning analysis designed with you and only your goals in mind.
What Inclusive Planning Do You Offer?
Marc and Lea are in the industry because they care. Finally they have started a 501c3 which is the legal entity for a non-profit that receives favorable tax treatment for donors and its founder(s). Imagine Equality, Inc. is open to help other educators train on financial literacy. The mission of Imagine Equality is that the gaps in wealth planning can be strengthened with equally accessible and non biased wealth management courses. Please contact our team today for more information or to make any specific requests. The privilege to be philanthropic in these ways is a big motivator for every team member in our firm.