Boracchia Wiviott Wealth Partners LLC

Boracchia Wiviott Wealth Partners LLC The wealthy have unique needs. Our team has been showing up for decades to help our clients plan best We work hard and make it easy to read! Have a wonderful day!

The mission of Boracchia Wiviott Wealth Partners is access to high level financial planning and wealth management. Our specialty comes from our experience in the complex planning and wealth building needs of women and minorities; our goal is to simultaneously build upon proven methodologies with a focus on the power of education - based innovation. These principals will help guide our vision to co

ntinuously empower conversations for any and all traditionally underserved Americans and other clients to secure their best lifestyle. Please note: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, including one of Boracchia Wiviott Wealth Partners, tax professional, insurance agency such as Boracchia Wiviott Insurance Services, LLC, Boracchia Wiviott Insurance Services, or attorney before implementing any strategy or recommendation discussed herein. Boracchia Wiviott Wealth Partners also makes no representations nor warranties as to the accuracy, timeliness, suitability, completeness, nor relevance of any information prepared by any unaffiliated third party, whether linked to Boracchia Wiviott Wealth Partners web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. For all of our relevant disclaimers please read through financialplans.info/tos it only takes a moment or two. We look forward to helping you succeed!

06/22/2026

Great fathers understand that a legacy is about more than what you leave behind—it's about the values, opportunities, and security you create along the way. 💙

This Father's Day, we celebrate the men who lead with integrity, plan with intention, and work tirelessly to build brighter futures for the people they love. Their commitment extends beyond today, shaping generations to come through the example they set and the foundations they build.

At Boracchia Wiviott Wealth Partners, we're honored to help families turn hard work into lasting impact through thoughtful planning, strategic investing, and long-term wealth management.

Happy Father's Day to the fathers, grandfathers, mentors, and role models whose influence reaches far beyond a lifetime. ✨

Financial freedom is built upon the foundation of autonomy and the enduring power of legacy. Today we honor Juneteenth, ...
06/20/2026

Financial freedom is built upon the foundation of autonomy and the enduring power of legacy.

Today we honor Juneteenth, a day recognizing the profound significance of slavery abolishment and the resilience required to sustain it across generations. For the families we serve at Boracchia Wiviott Wealth Partners, we understand that true independence is rarely accidental 🏛️. It is the result of intentional stewardship and high-level strategy designed to protect what has been built.

Meaningful progress requires a commitment to the values that define your family's journey ⚖️. As you reflect on the history of this day, consider how your financial architecture supports the long-term freedom of those who follow in your footsteps 📜. The most impactful legacies provide both security and the breadth of opportunity to pursue one's highest purpose 🥂.

Comment below with how your family is honoring spirit of independence and legacy.

Past performance does not guarantee future results. Boracchia Wiviott Wealth Partners is a registered investment advisory firm, CRD #287877, CA Insurance .



A significant portion of this wealth is projected to be inherited and managed by women, marking a meaningful shift in ho...
06/19/2026

A significant portion of this wealth is projected to be inherited and managed by women, marking a meaningful shift in how family wealth and legacies are stewarded. 💼

For high-net-worth families, navigating this transition requires more than estate documents—it calls for thoughtful planning and a strategy aligned with the priorities of the next generation. 🏛️

Supporting wealth across generations takes foresight, coordination, and a clear understanding of long-term family objectives. 💎

If your current plan hasn't been reviewed with this transition in mind, now may be the right time to explore a broader approach. Contact our office to discuss how we can help align your family's strategy with the future of wealth. 🥂

Past performance does not guarantee future results. Boracchia Wiviott Wealth Partners is a registered investment advisory firm, CRD #287877, CA Insurance .



06/10/2026

Precision isn’t just a metric — for the high-net-worth investor, it is the bedrock of a sophisticated strategy.

When reviewing our historical data, I realized that downplaying our 40%+ average annualized return across our real estate portfolio would be a disservice to the rigorous, data-driven framework we’ve spent 13 years perfecting. 📈

At Boracchia Wiviott Wealth Partners, we operate at the intersection of fourth-generation real estate expertise and fiduciary-grade financial planning — combining retirement strategy, investment management, and wealth advisory into one integrated approach built for the serious investor. 📊

This isn’t about simply acquiring property. It’s about the strategic depth that brings to every high-growth California market we analyze — and how that connects back to a retirement and wealth plan that actually performs. 💼

Whether you’re building generational income, optimizing a retirement portfolio, or seeking fiduciary-grade oversight of your full financial picture — we provide the precision that high-capacity professionals demand. 🥂

We don’t just participate in the market. We master the variables others overlook. 🔑

DM the word STRATEGY to schedule your private portfolio consultation.

Past performance does not guarantee future results. Investments carry risk, including potential loss of principal.

Boracchia Wiviott Wealth Partners is among the first female-founded Registered Investment Advisory firms — led by the only woman in the country to independently found and closely hold an RIA, real estate brokerage, and MLO license.

💼 Boracchia Wiviott Wealth Partners | Retirement Planning & Investment Management
🏡 Wealth Partners Real Estate | Real Estate & Mortgage Services

BWWP is a registered investment advisory firm (CRD #287877 | Ins. ). Wealth Partners Real Estate is a licensed real estate brokerage and mortgage loan originator (CA DRE #02246067 | NMLS #2600565).



05/30/2026

The smart money is moving inland, and it’s rewriting the playbook for California luxury real estate.

Having lived through the innovation cycles of San Francisco, I’ve seen how technology transforms markets, but what is happening in the Coachella Valley is a paradigm shift. We are 100 miles from the coast, yet this desert is rapidly becoming a global water destination 🌊. Between the precision of Wavegarden technology at DSRT Surf and the existing Palm Springs Surf Club, we haven’t just found the perfect wave—we’ve engineered it.

The momentum is undeniable as Disney’s 24-acre Cotino Bay lagoon prepares to open this fall, proving that sophisticated investors are looking beyond the traditional shoreline. At Boracchia Wiviott, our Best Life Vacay portfolio just saw a record-breaking season, confirming that the demand for high-utility, high-end desert property has never been stronger 📈. This valley has officially evolved into a year-round powerhouse for both lifestyle and portfolio performance 🏠.

We didn’t wait for the world to discover the desert; we helped build the destination they can’t ignore 🌴. Whether you are looking to diversify with a high-performing vacation rental or secure your permanent oasis, the window of opportunity is uniquely wide.

Send me a DM to review the investment data behind these new developments, or drop a comment if you’re planning a trip this season 🔑

Past performance does not guarantee future results. Boracchia Wiviott Wealth Partners is a registered investment advisory firm, CRD #287877, CA Insurance .

💼 Boracchia Wiviott Wealth Partners | Retirement Planning & Investment Management 💻 Wealth Partners Real Estate | Real Estate & Mortgage Services — Boracchia Wiviott Wealth Partners is among the first female-founded Registered Investment Advisory firms — led by the only woman in the country to independently found and closely hold an RIA, real estate brokerage, and MLO license. BWWP operates as a registered investment advisory firm (CRD #287877 | Ins. ). Wealth Partners Real Estate is a licensed real estate brokerage and mortgage loan originator (CA DRE #02246067 | NMLS #2600565). Investments carry risk, including potential loss of principal.

Track record is not a guarantee of future returns. Investments run risk of loss, including of principal.



Visit Greater Palm Springs The Palm Springs Surf Club Disney Parks Wavegarden Visit California Travel Channel Condé Nast Traveler Outside Magazine Surfline National Geographic Travel

True wealth is measured not only in what we build—but in the freedom it creates and the legacy it leaves behind. ✨On thi...
05/26/2026

True wealth is measured not only in what we build—but in the freedom it creates and the legacy it leaves behind. ✨

On this Memorial Day, the team at Boracchia Wiviott Wealth Partners pauses to honor the brave men and women who gave - and continue to give their lives in service to our country. Their sacrifice is the reason we are able to pursue opportunity, security, and long-term financial independence today. 🇺🇸

As we spend this day with family and reflection, we extend our deepest gratitude to the fallen heroes and their families. Their legacy is a powerful reminder that true commitment is always rooted in purpose greater than oneself.

At Boracchia Wiviott Wealth Partners, we believe honoring that legacy means helping families build their own—through intentional planning, disciplined investing, and strategies designed to protect and grow wealth across generations.

Wishing you a meaningful and peaceful Memorial Day.

👉 Visit bwwealthpartners.com to learn how we help you protect and grow your legacy
👉 Follow for insights on wealth management, financial strategy, and long-term planning

Boracchia Wiviott Wealth Partners financial planning and registered investment advisory firm, CRD #287877, CA Insurance .

05/12/2026

Independent growth hits different. 🚀

Not because it’s easy.
Because every step is earned.

This past week, we expanded in a major way—welcoming five new team members into our ecosystem. And it didn’t happen by accident. It happened because the foundation was built strong enough to support something bigger.

Behind every new chapter is years of systems, strategy, late nights, problem solving, and the willingness to scale intentionally instead of recklessly.

Social media. Technology. Legal infrastructure. Operations. Leadership.
The things most people never see are usually the things that matter most.

The truth is, growth starts compounding when your standards become undeniable. The right people align with the mission, the vision gets larger, and suddenly what once felt impossible becomes inevitable.

We didn’t build this firm to follow the traditional blueprint. We built it to create something stronger, smarter, and more aligned with the future of wealth management.

And we’re only getting started. ✨

Boracchia Wiviott Wealth Partners

👉 Visit bwwealthpartners.com to learn more about our approach to growth, strategy, and long-term wealth building.
👉 Follow along for more behind the scenes of what it really takes to scale independently.

Past performance does not guarantee future results. Boracchia Wiviott Wealth Partners is a registered investment advisory firm, CRD #287877, CA Ins .

Happy Mother's Day from Boracchia Wiviott Wealth Partners. 💛In 1988 — the year our founder Lea Wiviott Boracchia was bor...
05/11/2026

Happy Mother's Day from Boracchia Wiviott Wealth Partners. 💛

In 1988 — the year our founder Lea Wiviott Boracchia was born — a woman still needed a man's signature to take out a business loan. Her mother earned her MBA, built the #1 best-selling vase company in Europe, and navigated divorce alone in a system that had only just begun to see her as a full financial person.

That legacy built this firm.

Lea was recruited to San Francisco's iconic Transamerica Pyramid, built her own clientele from scratch, and became a top financial advisor — ranked without ever submitting for consideration. She went on to become the first woman to independently found both a registered investment advisory firm and a California real estate brokerage without franchise affiliation — alongside her husband and partner Marc, her high school sweetheart.

At BWWP, we put clients first — always. No conflicts of interest. No commissions driving recommendations. Just a client-first standard that means your financial future and your family's is the only agenda in the room.

Retirement planning. Investment management. Wealth strategy built around your life.

If you want an advisor who builds with you — we're here.

📞 760-766-2163 | [email protected]

Past performance does not guarantee future results. Boracchia Wiviott Wealth Partners is a registered investment advisory firm, CRD #287877, CA Ins .

This Cinco de Mayo, we’re raising a glass to something deeper than celebration—freedom with intention. 🥂✨Not just financ...
05/05/2026

This Cinco de Mayo, we’re raising a glass to something deeper than celebration—freedom with intention. 🥂✨

Not just financial freedom, but financial independence—the kind that gives you control over your time, your decisions, and the direction of your life.

Because real wealth isn’t built on chance—it’s built on strategy. On planning ahead. On making moves today that shape a different tomorrow. 📈

And when your money starts working for you, life stops feeling like survival… and starts feeling like design. 🏡

👉 Ready to build your path to financial independence? Visit bwwealthpartners.com and let’s start your strategy. 🚀

Boracchia Wiviott Wealth Partners | Retirement Planning & Investment Management Experts or 💻 Wealth Partners Real Estate — Let Us Guide You Home for real estate and mortgage services—we're here to help you enhance your lifestyle! Boracchia Wiviott Wealth Partners is one of the first female-founded Registered Investment Advisories (RIA) and financial planning firms, backed by the only woman to found and closely hold a Registered Investment Advisory, Real Estate Brokerage, and Mortgage Loan Originator license. Boracchia Wiviott Wealth Partners operates as a RIA and financial planning firm (Lic #287877 & 0H16150), while Wealth Partners Real Estate is a real estate brokerage and mortgage loan originator (Brokerage Lic #02246067, NMLS Lending Lic #2656526). Villa Rejuvenation is an interior design entity not part of the Wealth Partners brands but part of the same family. Investments carry risks, including potential loss of principal. For full details, visit 💻 BWWealthPartners.com/tos. 🚀



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05/04/2026

Most people are taught to focus on appearances—titles, income, surface-level success. But real wealth is built on power: strategy, structure, and control over your financial future. 💼📈

That shift doesn’t happen overnight. It comes from experience—building, learning, mentoring, and seeing firsthand what most people were never taught about money. The truth is, access to real financial strategy has been limited for far too long.

That’s why Boracchia Wiviott Wealth Partners was built—to change that. Independent. Fiduciary. Focused on giving clients the blueprint, clarity, and tools to make smarter, more intentional decisions with their wealth.

Because this isn’t just about managing money—it’s about building a strategy that works for your life. One that creates flexibility, protection, and long-term growth.

You don’t need to guess your way through it. You just need the right plan.

👉 Visit bwwealthpartners.com to start the conversation and take control of your financial future. 🚀

Boracchia Wiviott Wealth Partners | Retirement Planning & Investment Management Experts or 💻 Wealth Partners Real Estate — Let Us Guide You Home for real estate and mortgage services—we're here to help you enhance your lifestyle! Boracchia Wiviott Wealth Partners is one of the first female-founded Registered Investment Advisories (RIA) and financial planning firms, backed by the only woman to found and closely hold a Registered Investment Advisory, Real Estate Brokerage, and Mortgage Loan Originator license. Boracchia Wiviott Wealth Partners operates as a RIA and financial planning firm (Lic #287877 & 0H16150), while Wealth Partners Real Estate is a real estate brokerage and mortgage loan originator (Brokerage Lic #02246067, NMLS Lending Lic #2656526). Villa Rejuvenation is an interior design entity not part of the Wealth Partners brands but part of the same family. Investments carry risks, including potential loss of principal. For full details, visit 💻 BWWealthPartners.com/tos. 🚀

💼✨

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