About Boria Wealth Management

We only work for you

We are an independent investment resource not tied to any specific investment company or entity.

We believe financial security is about more than just retirement

With the right plan, it’s the feeling you have every step of the way.

Patrick J. Boria

Patrick Boria, LUTCF is president of Boria Wealth Management. Patrick is a comprehensive financial planner and advisor who excels at helping clients work through all aspects of their financial puzzle and take action to achieve their goals.


Anne Wire
Office Manager

Susanne Venberg
Financial Advisor

Check the background of your financial professional on FINRA’s brokercheck.

Patrick Boria

Patrick J. Boria, LUTCF, CLTC
President & Financial Planner

We are registered to sell securities in the following state(s): AZ, IA, MN, MT, OH, OR, TX, WI. Registered Representative. Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Boria Wealth Management and Cambridge Investment Research are not affiliated. Form CRS for CIRA. Cambridge’s Form CRS (Customer Relationship Summary.