Our Analysts

We've devoted substantial resources to our operations, recognizing the importance of privacy and leadership, especially in the realm of finance. Our team of investment analysts caters to individual and institutional investors like hedge funds, families, pension funds, endowments, and other family offices.

With over 70 independent analysts, each specializing in a particular sector or sub-sector of the stock market, we ensure comprehensive coverage. For instance, we have experts in software and consumer staples. At Boracchia Wiviott Wealth Partners, our guidance is entirely conflict-free.

What does “conflict - free” mean? Simply put, we don't accept payments to endorse specific funds or stocks. This commitment has earned us a loyal clientele over our decade-long tenure as financial planners and investment advisor representatives. Unlike broker dealers who receive commissions based on the funds they recommend, we provide access to lower-cost options, acting as your personal concierge for family, trust and corporate financial planning at wholesale rates.