Bortolussi Wealth Management is a boutique investment advisory firm with a focus on assisting our clients and their unique needs related to their lifestyle goals. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Here at Bortolussi Wealth Management, we understand that financial planning for your future is scary and uncertain, especially in today's economy. Rest assured that in our hand we've helped clients with all types of background successfully and happily retire with their financial hopes and dreams met and often exceeded.
The 200 Foundation, Inc.
We are a proud supporter of The 200 Foundation. The mission of "the 200" is to support those most in need of food, clothing, shelter and rehabilitation. Please click on the arrow above for more information.
In The Community
Adam Bortolussi is the Founder and President of Bortolussi Wealth Management, Inc.
Adam began his career at as an Intern with Morgan Stanley Dean Witter in 2003, in 2004 he joined Morgan Stanley as a Financial Advisor. In 2006 Adam left to join a team of Financial Advisors at UBS Financial Services and has since worked at Merrill as an Investment Specialist and Columbia Management as a Regional Sales Director. Adam founded Bortolussi Wealth Management in 2010.
Adam graduated from Quinnipiac University in 2004 with a B.S. in Finance and from Salve Regina University in 2014 with a Masters in Business Administration.
Adam lives with his Wife Laura, Daughter Addison, Son Graham and their dogs Gracie, Daisy and Hank. Adam serves as a Director for The Fitts Insurance Agency, Inc. and Chairman of the Board of Directors for The 200 Foundation, Inc.
Danielle Leary is a Lead Investment Advisor at Bortolussi Wealth Management, Inc.
Danielle began her career in financial services as a Client Representative with UBS. In 2012 she joined Middlesex Savings Bank as a Senior Retirement Plans Specialist.
Danielle is responsible for Bortolussi Wealth Management’s Betterment platform and retirement plans platform.
She lives with her husband Steve and their dog Trinity in Worcester County. Danielle also serves as a Client Account Coordinator for Fitts Insurance Agency, Inc.
About Us
One Tree Per New Account
BWM believes in sustainablilty and plants a tree with every new account.
One Mission
We are a proud supporter of One Mission. One Mission is a pediatric cancer charity that does whatever it takes to get kids through cancer.
Experience
Bortolussi Wealth Management, Inc. has well over 20 years of financial-planning experience between it's employees
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We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.
At Bortolussi Wealth Management, we believe in our clients always knowing what products they own, why they own them and how much they are paying for them. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.