Since 2016, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Lea began her financial and insurance services career in 2004 as an associate with State Farm Insurance. She left State Farm in 2013 and started her practice as a financial representative with Northwestern Mutual. Lea went completely independent and co-founded Boracchia Wiviott Wealth Partners where she has been since 2016. She travels with her daughter and husband in her spare time.
Marc began his investment career in 2009 as a Director of Products for Boracchia + Associates. He left B+A in 2013 and started his financial and insurance practice with Northwestern Mutual. Marc went completely independent and cofounded Boracchia Wiviott Wealth Partners and has been its co-managing partner with Lea since 2016. He enjoys staying active and being with his family in his spare time.
The first analysts at Boracchia Wiviott Wealth Partners started in 2016. The team also includes support associates. Every member of Boracchia Wiviott Wealth Partners shares in the commitment to objective wealth management and high - level financial planning.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
74-710 CA-111 #102, Palm Desert, CA 92260
We also have locations in Los Angeles and San Francisco where we are from; and throughout the U.S. Call or Text (424) 625 - 8943 If you prefer, please message us anytime using the button below We look forward to helping you to live your best life!
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment