Root, Borajkiewicz, Lucarelli Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 157 reviews
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Team photo for Root, Borajkiewicz, Lucarelli Wealth Advisors

Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Honored to be recognized in Forbes

I’m thrilled to share that Root, Borajkiewicz, Lucarelli Wealth Advisors has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.