Some of Lea’s and Marc’s past work have shown up on front pages of magazines and well known online publications; recently a company we were involved in since the beginning, CityBldr, was named most likely to change commercial real estate by one of the big 4 leading auditing companies, PWC as well as Remi Network, a leading real estate publication among other high profile publications. The reason: typical source’s values were often off. CityBldr helps uncover a home’s value. The machine learning company, which Lea and Marc were involved in from the beginning as large investors and more importantly innovators, found 22% in Seattle have 20% or more additional equity. In winter, 2017 Forbes named it the #1 artificial intelligence and commercial real estate company.

Capital BW, owned and invested in by Marc and Lea only, received honorable mention by Yahoo Finance.

Click here for the article Lea wrote about onimania (also known as shopping addiction) and a true threat to financial security for those who are vulnerable in our community.

Lea and Marc enjoy solving big problems and helping individuals and businesses achieve their dreams no matter how big or small. We like seeing our clients flourish and uncover their true desires which can be different than what they thought.

1. Lea was Nominated by the board of Women InIT Awards for Entrepreneur and Innovator of the Year, as well as Advocate of the Year & for Forbes 30 Under 30. 2. Lea and Marc were invited to do multiple events to discuss how their practice helps entrepreneurs and other movers and shakers at the currently most high profile San Francisco based social club, Modernist, which they were invited to be early investors in, and they were asked as well as featured in April and September, 2017 and February, 2018 respectively.

2. Lea and Marc received numerous awards from Northwestern Mutual that include LEAD, Top 50, #1 in the West, #1 in the Country, Life Impact Award, Emerald, Silver, and Gold!

3. Lea was scheduled to speak at Northwestern Mutual for being one of the top 2 advisors in the firms across the West but they split ways only a couple days beforehand. The team is very proud of their commitment and insurance and financial services background that led them to create Boracchia Wiviott Wealth Partners by taking the best (and ditching the rest) from the multiple big firms they’ve been apart of and led!

4. Lea was asked to do an inspirational talk at the biggest casualty company State Farm which ended up also being a training that was very well received. Lea was also invited to be a fledging member of the elite team member group which held seminars at State Farm, where she started her financial and insurance services career.) She soon left but they were interested in her going through their agency program which was at a very young age, years ago but she was 22 and went on to lead at another fortune 100 finance company before founding her and Marc’s firm, Boracchia Wiviott Wealth Partners, LLC 🙂 to help clients at what we feel is the highest level since we have no ties to other funds nor get paid on commission; and every client we are a fiduciary for and have a signed contract. The other companies can’t do this, they are paid on commission.

For our full list of speaking engagements click here:

Lea was honored and invited to mingle with female general counsel in tech companies and women entrepreneurs in an exclusive event by a high profile company specializing in IPOs, October, 2017. She was invited again in 2018 to honor her and other impressive women in tech by Merrill Corporation.
Lea was asked to speak at University of San Francisco’s Women in Finance Panel with one of the leading CNN news anchors and the first female stockbroker of San Francisco.
Marc was asked to and spoke with one of the largest investment banks, Deutsche in the bank’s corporate headquarters.
We also have spoken at various tech coworking spaces such as the Silicon Valley Pad about issues relevant to entrepreneurial types of people and innovative companies.
While in leadership at the biggest life insurance company, Marc was asked often to speak with the Fastrack class of new financial representatives which was at Northwestern Mutual, a Fortune 100 Company, which he did often.
While in leadership at the biggest life insurance company, Lea was also asked and spoke to the Fastrack class of new financial representatives at Northwestern Mutual, a Fortune 100 Company.
*Pending: Lea will be speaking soon to a female organization with around 500 members. (Ask us if you want to know more about it however invitation is for organization members only.)