Root, Borajkiewicz, Lucarelli Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jonathan Root

Jonathan Root

Private Wealth Advisor

Franchise Owner
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Christopher Borajkiewicz

Christopher Borajkiewicz

Private Wealth Advisor

Franchise Owner
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Robert J Lucarelli

Robert J Lucarelli

Private Wealth Advisor

Managing Director
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Jeff Jolly

Jeff Jolly

Financial Advisor

Senior Vice President
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Christopher Maciejak

Christopher Maciejak

Associate Financial Advisor

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Team

Christopher Suggs

Christopher Suggs

Client Service Manager

Jennifer Myers

Jennifer Myers

Client Service Coordinator

Kyle Casagrande

Kyle Casagrande

Financial Planning Assistant

Melissa D'Angelo

Melissa D'Angelo

Administrative Assistant

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Rita D'Amico

Paraplanner

Patricia Roller

Administrative Assistant