Boracchia Wiviott Wealth Partners is our registered investment advisory and licensed financial planning firm.
TWO different firms - in addition to real estate,
we are well known financial planners and registered investment advisory representatives at our RIA
HI! I’m Lea, and I’m your real estate broker, one of your mortgage loan originators and founder at Wealth Partners Real Estate Company, and licensed financial planner and founder at Boracchia Wiviott Wealth Partners, LLC. We have cut through the red tape to exist for your best lifestyle to be realized through smart investments without biasness. As a woman in the investment, technology, real estate, and lending world, I have a “I don’t care what you think mentality” when it comes to telling my clients what they need to hear, but done in a VERY loving way. I love my clients and am grateful for the opportunity, no matter how successful we are, to help others. You have choices and we appreciate that.
Hi! I’m Marc, and I’m chief investment officer at Boracchia Wiviott Wealth Partners, LLC and an investment advisor at Wealth Partners Real Estate Company. I am behind a desk most of the day helping our clients to understand the macro and micro-economic quantitative reasoning behind investment decisions, which REALLY sets us apart from other real estate firms trying to only sell you. As a first generation Latino raised by a self-made venture capitalist father, I know how to train others. I understand how important it is to find where you belong in business, and we help our clients all feel included in our companies which remain closely held only by my wife Lea and I. Thank you for listening.
And here’s the future partners. We love our small family owned business and are here for the generations to come! Are you ready to level up?
What people are saying:
“We were quite comfortable with our choice as she frequently sent us updates on activity, comments etc re: our property. Moreover, she respected our wishes and did not try to alter our thinking and simply presented the facts of the real estate market with confidence…”
— Maria de Rosa, Client
To catapult your real estate experience, continue browsing about our Real Estate firm resources and then call or text when you are ready: WealthPartnersRE.com
To level up your investment management and financial planning, visit our Registered Investment Advisory and Fee-Based Financial Planning firm resources and then call or text when you are ready: BWWealthPartners.com