Independent Wealth Management.
Built for Those Who've Made It.
One of the only woman & minority-founded Registered Investment Advisory firms in the nation — proudly the 1%, a unique vantage point that gives us an edge in the world of AI-driven finance.
Trusted & Recognized By
1000s
Financial Plans Created
1000s
Families & Businesses Served
Billions
Advised On
A Catalyst for Families, Businesses & Communities
In an industry where 99% of analysts and 98% of company owners are men, Lea and Marc proudly stand as the 1%.
Our team holds licenses across securities, insurance, real estate, and lending — expertise virtually no other firm can match. Born from deep roots in tech, business, and community alongside some of the most notable figures in the industry, we bring a perspective that's anything but ordinary.
The path here was anything but easy. But we are relentlessly committed to seeing our clients through to their best life — one family and one business at a time.
Start your wealth journey →
Inspired by Andy Warhol's signed lithograph in the office — a playful reminder that wealth, like art, is meant to be appreciated.
We work with those who have made it — and are ready to make it matter.
Growing up, Lea watched her family navigate the extremes of wealth — from abundance to uncertainty — and saw firsthand how money without a plan can fracture even the strongest families. That experience lit a fire: she became determined to help people build a healthier, more intentional relationship with their finances.
Marc's story mirrors that journey. Raised in a family where tax planning and long-term strategy were afterthoughts, he witnessed how much wealth quietly slips away without proper guidance. Together, they built Boracchia Wiviott Wealth Partners on one promise: no client of theirs would ever feel that uncertainty again.
Today, their team specializes in tax-smart planning, retirement strategies, and preserving generational wealth — so you can stop worrying and start living the life you've earned. Your first conversation with us is always complimentary.
Tailored Services For Every Stage
From building your foundation to leaving a lasting legacy, our team is with you at every milestone.
Financial Fundamentals
Building a Solid Foundation
- • Value Expertise Over Generic Advice
- • Secure Your Family's Future
- • Navigate Complex Financial Markets
Maximizing Your Success
Planning For Retirement
- • Thrive as Empty Nesters
- • Plan for Your Retirement Dreams
- • Enjoy the Fruits of Your Labor
A Life Well Earned
Leaving A Legacy
- • Fully Funded Retirement Comfort
- • Everyday Feels Like Saturday
- • Leave a Lasting Legacy
Your Trusted Companions
Our dedicated team of registered investment advisors, wealth managers, and financial planners is here to guide you through every stage of life and business.
Lea Wiviott Boracchia
CEO & Co-Founder
Marc Boracchia
Co-Founder
Sharon
Transaction Coordinator
We envision a life where your dreams become reality
With our highly qualified team of fiduciaries by your side, you'll gain invaluable insights into your goals-based personal or business financial plan. It's never too late to start.