Southborough, MA Turnpike Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bortolussi Wealth Management, Inc.
Supported
Firm-wide stats for Bortolussi Wealth Management, Inc.
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.
Based on Bortolussi Wealth Management, Inc.
Expertise
Based on Bortolussi Wealth Management, Inc.
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 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)