About Us
Bortolussi Wealth Management
Planning Your Future…
With the Attention it Deserves!
We’re a boutique advisory firm dedicated to helping individuals, families, and business owners plan with purpose. Whether you’re seeking retirement security, education savings, or smart business succession planning, we guide you with tailored strategies and unwavering support.
Our Experience, Philanthropy, and Promise
Our team brings over 30 years of combined experience—from big firms like Morgan Stanley, UBS, Merrill Lynch, and Columbia Management—so you benefit from both depth of knowledge and personalized attention. We believe financial planning shouldn’t be confusing or intimidating, which is why we make it clear, transparent, and always centered around your needs.
We value giving back to the community. We proudly support The 200 Foundation and One Mission. Both charities make an impactful and meaningful contribution to children and families in need.
Our promise? You will always know what investments you own, why you own them, what they do for you and how much you are paying for them. We work hard every day to earn your trust and loyalty – because your financial peace of mind is the greatest compliment we can receive.
How we work with you
Your life, your goals, your future, our plan
Understand
We take the time to learn about your life, goals, and financial picture.
Plan
Together, we design a clear strategy that aligns with your goals and priorities.
Implement
We put your plan into action with disciplined investment and proven wealth management strategies.
Review
We meet regularly to adjust your plan as your life and goals evolve.
Who We Serve
Business Owners
Guidance on balancing personal wealth with business growth, retirement plans, and succession strategies.
Retirees & Pre-Retirees
Support in transitioning from saving to living confidently on retirement income.
Families
Strategies for college planning, protecting loved ones, and building generational wealth.
Professionals
Personalized planning for physicians, executives, and business professionals with complex financial needs.
High-Net-Worth Individuals
Providing advanced strategies for wealth preservation, tax efficiency, and legacy planning.
Entrepreneurs
Tailored financial advice recognizing the unique challenges and goals entrepreneurs face in wealth building.
“Your goals deserve more than a plan. They deserve a partner.”
Our Team
Our team pairs big-firm experience with personal attention. You’ll always know what you own, why you own it, and what you’re paying—because clarity builds confidence.
Adam Bortolussi
Founder/Chief Advisor
Adam leads Bortolussi Wealth Management with a boutique, client-first approach shaped by experience at major firms. He began his career at Morgan Stanley, later worked with teams at UBS, served as an Investment Specialist at Merrill, and was a Regional Sales Director at Columbia Management before founding BWM in 2010. He holds a B.S. in Finance (Quinnipiac) and an MBA (Salve Regina). Adam also serves on local boards and is active in community initiatives.
- Founded BWM in 2010 after roles at Morgan Stanley, UBS, Merrill, and Columbia Management.
- B.S. Finance (2004), MBA (2014).
- Community involvement and board leadership.
Phone
(508) 416-3534
adam.bortolussi@bortowm.com
Danielle Leary
Lead Investment Advisor
Danielle oversees BWM’s Betterment platform and retirement plan solutions, combining hands-on portfolio work with plan administration expertise. She started in financial services at UBS and later specialized in retirement plans at Middlesex Savings Bank before joining BWM.
- Responsible for BWM’s Client Relations & Experience
- Prior roles at UBS and Middlesex Savings Bank
- Burdett Business School, Associates Degree
Phone
(508) 416-3531
danielle.leary@bortowm.com
“Big-firm expertise. Boutique-firm attention.”
FAQ’s
1. What makes Bortolussi Wealth Management different from larger firms?
We combine the depth of experience gained at major financial institutions with the personal touch of a boutique advisory firm. You’ll never feel like just a number — every plan is tailored to your specific goals.
2. Are you a fiduciary?
Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest. That means our advice is always guided by what benefits you, not by commissions or sales quotas.
3. Who are your typical clients?
We work with individuals, families, retirees, business owners, and professionals at different stages of life. Whether you’re just starting out, preparing for retirement, or planning for your legacy, we design strategies that fit your situation.
4. How do you get paid?
We believe in full transparency. Our compensation structure is simple: we charge fees for the services we provide, not commissions on products. This ensures our advice is objective and aligned with your best interests.
5. What services do you provide?
We offer comprehensive wealth management, including retirement planning, investment management, college funding strategies, small business planning, estate and legacy planning, and customized financial goal setting.
6. Do you offer retirement account services, like 401(k) rollovers?
Yes. We help clients manage, roll over, or consolidate retirement accounts such as 401(k)s, IRAs, and Roth IRAs, making sure your investments align with your overall plan.
7. Do I need a lot of money to work with you?
No. While many of our clients have accumulated significant wealth, we also work with individuals and families who are building their financial foundation. What matters most is a commitment to planning for your future.
8. How do you create a financial plan?
Our process is simple: we take the time to understand your goals, create a personalized plan, implement strategies that fit your life, and review regularly to make sure you stay on track as things change.
9. How often will we meet or hear from you?
We meet with clients regularly, often quarterly or semiannually, and are always available for questions in between. We believe consistent communication is key to building long-term trust.
10. What is your investment philosophy?
We believe in disciplined, diversified investing tailored to your goals and risk tolerance. Our focus is on long-term strategies rather than chasing short-term market trends.