Southborough, MA Turnpike Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$82,883,912
ClientsTotal clients
125
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
30 Turnpike Road, Suite 3
Southborough MA 01772
Advisors at this office
2
Advisors at this office
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 23 years of industry experience. He has worked at Bortolussi Wealth Management since 2019 and previously spent 13 years with THE O.N. Equity Sales Company and Ohio National Life Insurance Co. Hulme also maintains a longstanding role with Fitts Insurance Agency, Inc., dating back to 1980. 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.
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