Ameriprise Financial Advisors

LPL Financial Boro Wealth in Murfreesboro, TN, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Our services extend to brokerage accounts, variable annuities, and treasury instruments. Beyond investments, we provide holistic financial planning, covering tax strategies, college savings, and estate planning.

Claritas Capital is a leader in providing capital to innovative companies involved in solving health care inefficiencies and exploiting opportunities with disruptive technologies in information services. Since forming Claritas in 2002, we have made investments in 27 companies and have received recognition by Entrepreneur magazine for our investment activities in their annual VC100 ranking for leaders in the venture capital industry. Our network and relationships stem from our investment history, which for the Claritas management team goes back to 1987 and covers two of the leading firms in the South, Massey Burch and Richland Ventures, who during their tenure managed over $700 million in assets and invested in over 130 companies. Our investment activity is driven by our special skills and relationships nurtured over the years and our desire to discover and support passionate and proven entrepreneurs. Our broad skills, vast network of resources and trusted relationships creates the ability to build attractive and diverse portfolios of investments for our investors.

I PROVIDE TO MY CLIENTS: Motivation to take hold of their financial future Knowledge to move forward with confidence Tools to manage wealth and protect loved ones Comfort in knowing there's a team who will be with them as life changes