What clients are saying about

Boracchia Wiviott Wealth Partners 👏🏽 👏🏿 👏🏻

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  • Lea and her team were simply outstanding! Their expertise, integrity, and personalized approach make them stand out in the world of finance. Highly recommend for anyone seeking top-notch wealth management services.

    -Amos G

  • “I have been fortunate enough to have had the opportunity to work with the team at Boracchia both on a personal and professional level for more than a year. As a CPA, I do a lot of work with several different advisor from all the various companies and Marc and Lea have been by far the most passionate in their line of work. I have never seen a team so dedicated and focused on helping the individual better their life and personal situation. Both Marc and Lea seem to be fueled and motivated with bettering their community and enriching a person’s life, then any bottom line profit. They both have always shown me nothing but care about my personal situation and treated me as if I was part of their family. As a CPA I have witnessed firsthand a lot of interesting and flat out bad investment strategies, but after several conversations I am more than confident in Marc and Lea’s ability. With team Boracchia, it is clear their approach does not only take into account the greatest ROI but also the most tax efficient and smart strategy. I find it very easy to write this recommendation for team Boracchia since I have never had a bad experience.”

    — Blake V, CPA

  • "I’m in finance/operations leadership myself but know enough to find a professional to help with long term investing and life planning. I’ve had my long term retirement parked in a Charles Scwhab managed account for years. Having been through the 2008 recession, I was bracing for a dramatic dip in value. I was lucky to find Lea before things fell apart - Lea and team made moves and stopped the loss before it happened. Unlike a big firm, Lea and team individually manage your portfolio using their specialized skill sets and experience according to your specific personal need. Lea also offers other complimentary services to help you build your wealth ecosystem. I feel lucky to have Lea as a financial planning thought partner."

    -Carolyn C

  • “If you’re looking for a game-changing advisor, look no further than Lea [and team]. I’ve learned over the years her services are more valuable than those of a typical financial advisor… savvy regarding personal and corporate financial matters, and will inspire you to do the things to help you achieve personal and financial success.”m

    -Bryan C

  • "Dynamo. Committed. Refreshingly Real. Those were the first three things that came to mind when I thought about Lea… what impressed me was her ability to genuinely connect with others. In one day, she made such a lasting impression with many. ...What Lea adds is devotion to her cause of helping people achieve their life goals, BUT done in such a down-to-earth, professional way. In an industry that can feel really intimidating, Lea brings compassion and a really, healthy dose of fun. Anyone would be lucky to have..."

    — Rosemary L

  • “Thank you for helping me roll over my investment accounts so easily” (and this client sent flowers!)

    -Anne V

  • "Once we decided to start our company things started to move really quickly, capitalization came in ASAP, clients started signing on, and the company was lifting off. Which I knew it was time to look into a "risk management" team; first initiative to get insurance. We asked around and heard Marc and Lea name multiple times as some of the best. Not because of the traditional "better rates" but because they "truly care about your company and its needs." They both spent the time to understand exactly where we were, what we needed and then made recommendations on only what was "necessary," at that time, while simultaneously preparing us for future progress - whether that was with them directly or within their highly respected circle of experts -- they have more than lived up to their reputation of providing the highest level of service. Anyone who is fortunate enough to work with Marc and Lea can say they are looking out for the best interest of the founders and company when suggestions are made. I look forward to their continued contribution to our corporate team and company, including the friendship they have brought to the table...Thanks Lea and Marc!!"

    — Geoff M

  • "I cannot say enough about Lea and Marc for all of my insurance and wealth planning needs. They are experienced, consummate professionals but allow me to feel comfortable that they are always two steps ahead of the industry and market."

    -Valery N

  • "Boracchia Wiviott Wealth Partners were super helpful setting us up with our insurance needs. Lea & Marc are both very knowledgable, and easy to work with. They understand the financial world. I would highly recommend working with them."

    -Suzy W

  • "Boracchia Wiviott Wealth Partners were super helpful setting us up with our insurance needs. Lea & Marc are both very knowledgable, and easy to work with. They understand the financial world. I would highly recommend working with them. They are really impressive and know alot, more people should work with Lea and Marc and take their guidance seriously. The world would be a better place! Your wealth and protection is very important."

    -Rachel D

  • "Lea and Marc care deeply about their clients! If you're looking for individualized, empathic financial planning, definitely look no further! You'll be in great hands with this team! For years this team has helped us understand and manage our money, the guidance has been life-changing! They've taught us so much and we feel so much better understanding how to think about our wealth. They are invaluable. Work with Boracchia Wiviott Wealth Partners!"

    -Ally H

  • "I have resisted working with a Financial Planner for SO many reasons, reasons that I discovered are all quite inaccurate and fear based, especially when working with someone as wise, compassionate and experienced as Lea. I was amazed as the relief I felt by getting Life Insurance in place, a product that I misunderstood, until stepping back and considering what would happen to my husband and children were I to die unexpectedly. I didn't realize the weight that I was carrying around by not addressing this gap and creating a solid foundation on which to build the rest of our financial plans. Thank you Lea! I look forward to working with you for many years and hope that others recognize and work with you on the empowering services that you provide!"

    -Cara C

  • “Lea, Marc and their team are easily and decisively -- without question -- the best! They always offer sound financial advice to my family and I, based on our investment objectives, as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice, as our needs change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our financial well-being, and our future. Lea and Marc are both genuine, reliable, ethical and highly recommended.”

    -Antonia Z

  • “There’s not many people at the caliber of Marc and Lea… she’s spent so much time with me on my planning. The two of them have become indispensable to my future. My brother and I don’t trust many people…they are both well intentioned and caring of us as clients (and I know many of their clients too, and they love Lea and Marc too). Marc and Lea are worth every minute… They call their company Boracchia Wiviott Wealth Partners, LLC because they have such a pristine reputation.”

    -Rob S

  • "Lea is a highly ethical, intuitive & intelligent financial leader employing community focused practices within the Coachella Valley. She creates highly personalized portfolios."

    -Megan E

  • "Extremely knowledgable. Honest and Fair. Both Lea and Marc have so much passion for helping people make and save money. Not everyone, including myself , understand the lingo. What I like is that they speak to you and teach you , making you feel assured you know exactly what is going on unlike other wealth management companies with hidden fees and agendas. Highly Recommended them!"

    -Laura J

  • "Boracchia Wiviott Wealth Partners = Financial Heaven"

    -Dana C

  • "Lea's workshops are very informative and she provides plenty of applicable examples about the many financial products that are available to help safeguard a business, as well as some of the indicators of when it is time to consider developing an exit strategy to minimize financial loss."

    -Erika M

  • "Lea and her team are easily and decisively -- without question -- the best! They always offer sound financial advice to my family and I, based on our investment objectives, as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice, as our needs change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our financial well-being, and our future. Lea is genuine, reliable, ethical and highly recommended."

    -McLean R

  • "Thank you so much for all your help. You have been wonderful in helping me and my family…"

    -Danny R