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Christopher F

Southborough, MA

Bortolussi Wealth Management, Inc.

Christopher Fitts is a financial advisor with Bortolussi Wealth Management, Inc. and holds 7 years of industry experience. He has worked at Bortolussi Wealth Management from 2018 to 2021 and has been associated with Fitts Insurance Agency, Inc. since 1994. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Bruce H

Series 63

Southborough, MA

Bortolussi Wealth Management, Inc.

Bruce Hulme is a financial advisor at Bortolussi Wealth Management, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Bortolussi Wealth Management since 2019. His prior experience includes 13 years at THE O.N. Equity Sales Company and Ohio National Life Insurance Co, and he is also involved with Fitts Insurance Agency, Inc., which he has been associated with since 1980. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental-analysis approach to build diversified portfolios using ETFs, stocks, bonds, and low-cost mutual funds, alongside the use of third-party AI tools for research and risk monitoring.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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