Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Small Business

Awards & recognition

  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Christopher Borajkiewicz, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Christopher Borajkiewicz, Ameriprise Circle of Success, 2007, 2009-2023
  • Jeff Jolly, Forbes Top Next-Generation Wealth Advisors, 2019, 2022
  • Christopher Borajkiewicz, Ameriprise Chairman's Advisory Council, 2006
  • Christopher Borajkiewicz, Ameriprise Circle of Success Diamond Ring, 2019
  • Christopher Borajkiewicz, Five Star Wealth Manager, 2012-2024
  • Jeff Jolly, Five Star Wealth Manager, 2012-2015

Honored to receive recognition

All of us at Root, Borajkiewicz, Lucarelli Wealth Advisors are excited to announce that our colleague, Chris Borajkiewicz, was named a 2024 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the Root, Borajkiewicz, Lucarelli Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Our photos

2 albums
close