A complete list of active advisors currently associated with Bortolussi Wealth Management, Inc.

Warmer can help you find a great advisor at Bortolussi Wealth Management, Inc. or one who fits your needs even better.

Bortolussi Wealth Management, Inc. provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations, and businesses. Engagements typically include discretionary portfolio management, stand‑alone or integrated financial planning, and retirement plan advisory work such as investment monitoring and participant education. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios built from ETFs, individual stocks and bonds, and low‑cost mutual funds; tactical adjustments and rebalancing are used as needed. Bortolussi Wealth also uses third‑party artificial‑intelligence tools as decision‑support for research and risk monitoring, and it implements smaller accounts through Betterment Institutional while selectively enrolling client accounts in the Altruist One Program for bundled platform services. Noteworthy aspects of the firm include its advisers’ dual roles as licensed insurance professionals affiliated with Fitts Insurance Agency, which can lead to commission‑based insurance implementations separate from advisory services, and the firm’s capacity to serve as trustee for certain client accounts — a role that subjects those accounts to an annual surprise examination. The firm manages client accounts on an individualized basis rather than aggregating trades and provides ERISA‑related retirement plan services with periodic on‑site participant education, practices that may affect trade execution and the scope of services compared with peers.

To learn more about the advisors currently working at Bortolussi Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.