Bortolussi Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bortolussi Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and businesses, offering investment management and financial planning as its core services. The firm also provides retirement-plan advisory services and, in certain circumstances, may serve as a trustee for client accounts.
The firm follows a generally long‑term, fundamental‑analysis approach and constructs diversified portfolios using ETFs, individual stocks, bonds and low‑cost mutual funds, with ongoing oversight and semi‑annual formal reviews. For smaller relationships it commonly implements portfolios through the Betterment Institutional platform and may enroll select accounts in the Altruist One program; it also uses third‑party artificial‑intelligence tools as decision‑support for research, portfolio analysis and risk monitoring.
What is notable about the firm is its small advisory team managing roughly $86 million across about 125 clients while blending in‑house fiduciary oversight with outsourced platform solutions. The brochure discloses additional activities — an affiliation with an insurance agency (Fitts Insurance Agency), trustee and charitable foundation roles, and receipt of platform benefits from custodians — and describes a Code of Ethics and other policies intended to address the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999.99: 1.00% $1,000,000 - $1,999,999.99: 0.75% $2,000,000+: 0.50%
$100 per hour for standalone financial planning services
Account minimum: $100,000 Minimum fee: $100 minimum annual fee per account (may be waived at Advisor's discretion) Fee-only: Yes, fee-only advisory (no commissions)
Main office
See office30 Turnpike Road, Suite 3
Southborough MA 01772
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Florida · Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
Adam B
Series 66
Hopkinton, MA
Bortolussi Wealth Management, Inc.
Adam Bortolussi is a financial advisor with Bortolussi Wealth Management, Inc. and holds a Series 66 credential. He has 20 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Columbia Management Investment Advisers. Outside of advising, he serves as president of the 200 Foundation and is a director at Fitts Insurance Agency. 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, constructing diversified portfolios with ETFs, stocks, bonds, and mutual funds, while integrating fiduciary oversight with outsourced platforms.
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