Our Services

At Bortolussi Wealth Management, clients are more than welcome to stop by our office anytime.  We are happy to assist.  We also make house calls to our client's homes in order to accommodate our client's busy schedules.  In today's fast paced environment, communicating with your Investment Advisor at Bortolussi Wealth Management is a priority of the most importance.  It is our goal to be easily accessible to our clients.  

Service starts with knowing our clients and client education.  It is all part of the client experience at Bortolussi Wealth Management.  We believe in "investing through understanding".  So much so, that we trademarked the phrase.  You are not a number at Bortolussi Wealth Management.  Everything that we do is personalized.  

We focus in the following areas of financial planning:

-Individual Wealth Management

-Small Business Wealth Management

-Portfolio Planning

-College Planning

-Automated Investing Though Betterment Securities

-Retirement Planning

-Specific Financial Goal Planning

-IRA Accounts

-ROTH Accounts

-Individual Accounts

-Corporate Accounts

-401(k) Plans

-403(b) Plans

-Individual 401(k) Plans

-SIMPLE Plans

-SEP Plans

-529 Plans

-Profit Sharing Plans

-Estate Planning

-Small Business Continuity Planning

Fees

Please click on "Fees" above for a detailed description of our fee schedule.