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Shop - You Belong, Keep Checking Back We're Growing! 👀

Fee-Based Financial Planning & Wealth Management Services

Investment Management

Retirement Planning

Estate Planning

Business Formation and Exit Planning

Major Decision Planning

Custom Services

Wealth Partners Real Estate

Build Your Financial Picture

Find Your Risk Score

Optimizing Business Strategies

Secret to Budgeting Success Form

The Life Stage Assessment

Women's Advisory Council

Firm Disclosures

CALL OR TEXT OUR PALM DESERT OFFICE: (760) 766 - 2163

Shop - You Belong, Keep Checking Back We're Growing! 👀

Fee-Based Financial Planning & Wealth Management Services

Investment Management

Retirement Planning

Estate Planning

Business Formation and Exit Planning

Major Decision Planning

Custom Services

Wealth Partners Real Estate

Build Your Financial Picture

Find Your Risk Score

Optimizing Business Strategies

Secret to Budgeting Success Form

The Life Stage Assessment

Women's Advisory Council

Firm Disclosures

CALL OR TEXT OUR PALM DESERT OFFICE: (760) 766 - 2163

Shop - You Belong, Keep Checking Back We're Growing! 👀

Folder: About Our Team

Folder: Fee-Based Financial Planning & Wealth Management Services

Investment Management

Retirement Planning

Estate Planning

Business Formation and Exit Planning

Major Decision Planning

Custom Services

Wealth Partners Real Estate

Folder: Assessments

Build Your Financial Picture

Find Your Risk Score

Optimizing Business Strategies

Secret to Budgeting Success Form

The Life Stage Assessment

Women's Advisory Council

Firm Disclosures

CALL OR TEXT OUR PALM DESERT OFFICE: (760) 766 - 2163

Let’s work together

We look forward to helping you live your best life as our family office client!

Name *

First Name

Last Name

Email *

Phone *

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What services are you interested in?

Custom Financial Reports

Long - term Investing

Mid - Range Planning

Income Generation

Stock Market

Business Consulting

Tax Ideas

Real Estate

Estate Strategies

Something Else

Are you a business owner or striving to be one?

What amount are you saving and have to invest?

Preferred Date

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How did you hear about us?

Message *

To expedite your intake please complete the brief Risk Assessment below as well

Thank you!

Build Your Financial Picture

What's Your Risk Score?

Optimizing Business Strategies pre-questionnaire

Secret to budget success Form

Life stages best practices assessment

If at anytime you have questions please call or text us directly at (760) 332 - 4285 or schedule an appointment here

You think it’s impossible? Think again

Lea made history as the first woman to launch a real estate brokerage and wealth management firm—a true trailblazer in every sense. Her latest shoot reflects the confidence she’s earned, not only as a mother of two but as a fierce pioneer for Jewish rights and a relentless force for progress. Trailblazing isn’t for the faint of heart, and Lea’s continued momentum sends a powerful message: the work is far from over.

As your dedicated wealth partners, we bring the same fearless determination to help position your legacy where it belongs—guided by patience, precision, and purpose. Because money is not the destination; it’s the vehicle for your dreams and the impact you’re meant to make on the world.

Prefer to meet first, sure - schedule your complimentary session here

Location

74-710 Highway 111 #102
Palm Desert, CA 92260

We have locations throughout the U.S. as well

Hours

Monday - Friday
9am - 5pm

After hours on occasion, by appointment

Contact

Call or Text Us: (424) 625 - 8943
Email: Information@BWWPLLC.com

Schedule an Appointment Here

Working with us helps us all; We give back at least 5% to charity each year, sometimes MUCH more! Thanks 🙏🏽 🙏🏻 🙏🏿 PRIVACY POLICY TERMS DISCLAIMERS CONTACT INVESTMENT ADVISORY FAQ’S REAL ESTATE DIVISION N ONPROFIT
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Boracchia Wiviott Wealth Partners is a registered investment advisory and member of DFPI. You can see our licenses online: Insurance Department website: License # 0H16150, SEC CRD (but we are not under SEC, they just hold the depository) license # 287877. Wealth Partners Real Estate is a wholly separate entity and Lea Wiviott Boracchia is the managing broker of Wealth Partners Real Estate Brokerage Department of Real Estate: License # 02246067 and NMLS through DRE is Lending License # 2600565. Investments carry risk and unless otherwise stated, are not guaranteed.

Bus: (760) 766- 2163 or (424) 625 - 8943 74-710 Highway 111 St 102 Palm Desert CA 92260. We are located inside the Fusion Workplaces Building. Information@BWWPLLC.com