Boracchia Wiviott Wealth Partners LLC

The firm serves individual clients, including high-net-worth households, alongside a range of institutional clients such as pension and employee benefit plans. Services include ongoing portfolio management, financial planning, pension consulting, and a subscription-based investment research and education offering that the firm uses as part of its research process.

Investment guidance is delivered through client-specific Investment Policy Statements and, where granted, discretionary portfolio management that applies fundamental, technical and modern-portfolio-theory analysis across a broad investable set (stocks, bonds, ETFs, options, real estate funds, private placements and use of leverage and short strategies). The firm discloses that it may use strategies and ideas from its subscription research in client accounts and that it offers performance-based compensation arrangements for qualified clients, which the firm says it manages alongside its fiduciary allocation policies.

Noteworthy distinctions include disclosed affiliations and outside business activities: the firm’s principals operate an affiliated insurance services business, one principal is a licensed real estate agent and property manager, and the firm is connected to other investment-related entities; the firm may receive commissions for insurance and real estate transactions, which it discloses as potential conflicts. The firm also moved away from a wrap-fee program to custody with a low-cost broker to reduce trading markups, and it provides explicit pension consulting services — combinations that are less common among similarly sized supported advisers.