Hopkinton, MA Office

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.