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Our First Meeting

The first step is to schedule a free consultation. We get to know you and what you would like to accomplish. You decide if we’re a good fit for your needs.

Office Location in Wayzata

Boria Wealth Management

Patrick Boria

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

Phone: (952) 314-7900

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.