If you click the ADV Form picture, you can see our entire firm disclosure on the Securities and Exchange website, which every Registered Investment Advisor is required to have posted.
We donβt have any customer complaints or violations.
Weβve been around ten years and licensed even longer! We being our firm and team have never had a disciplinary issue. The founders of our firm (nor anyone in our firm) has ever been notified of any wrong-doing, but we are disrupters as the 1% minorities who own a financial company!
We will be posting our brochure soon which each registered firm and person has with the Securities and Exchange Commission. We are posting it here for you because every licensed person is required to have this.
Ultimately, thereβs alot of illegitimate people giving advice. Weβve been the new kids and now are established. Weβve always been licensed as any financial planner should be.
We stand out.
At Boracchia Wiviott Wealth Partners, we are motivated by a strong passion for helping people. Our clients are our top priority, and as an investment advisory firm, we operate with integrity and transparency.
Unlike traditional brokerage firms, we do not sell from our own account or advise based on compensation incentives. Our recommendations are solely based on our clients' best interests and investment goals.
In fact, while it is tempting at times, weβve never sold from our own account. Big firms do this all the time and donβt want you to know thatβs the basis for their recommendations. Itβs called offloading and itβs commonplace.
We as leaders walk away from anything that doesnβt fully benefit our clients. We are 100% for our clients, and proud of our track record in the cutthroat world of Wallstreet that we protect our clients from!
To see our most recent filing on the Securities and Exchange website, please click here.
If you click the ADV Form picture, you can see our entire firm disclosure on the Securities and Exchange website, which every Registered Investment Advisor is required to have posted.