Major Decision Planning
INDIVIDUAL COORDINATION AND ORGANIZATION WITH REAL ESTATE, EXPENSES, EDUCATION, DIVORCE, NON-PROFIT CHARITIES, AND MORE IN PALM DESERT, CA
HELPING YOU PLAN FOR LIFE’S MAJOR DECISIONS AND EXPENSES
The lifestyle you embark on has alot of influence in the viability of your financial plan. If you are a sports or entertainment star there are cash flow considerations and more complex residency and tax strategies to take into place. All high net worth individuals have their own unique challenges and we have two centuries of top positions through Boracchia Wiviott Wealth Partners to make our client’s dreams reality.
If you are planning your legacy there are few areas that can come in the way more than healthcare expenses. The sequence of your events in life - as well as the timing of the market, have a direct correlation to affecting life’s major decisions including expenses. Through our many simulations exercising Monte Carlo, opportunity cost analyses, and more, we can help ensure everything from where you are domiciled to the home you buy is the right fit for your personal goals and means to your best life.
Top: Photo of Marc and Lea, the founders, in early 2017 when they went completely independent and created their Registered Investment Advisory as an LLC, Boracchia Wiviott Wealth Partners
Bottom: Photo of Marc and Lea’s second born, Caynan, when he was days old having his newborn shoot, in 2022.
One costly mistake can interrupt your whole business or sense of security. Ensure you are optimizing your life at every stage through the optimal position. Whether you are a woman planning your wealth with family planning or estate planning, we have your back. We also are known to create positions for women or anyone who wants to learn wealth management in Palm Springs, Palm Desert, Rancho Mirage, Indian Wells, and beyond. We’ve been there and can help you right where you are to achieve what you deserve, whatever it is you want.
