Bortolussi Wealth Management
A boutique investment advisory firm with a focus on empowering our clients to achieve their lifelong goals and secure the future they’ve always envisioned.
Our mission:
Help to provide financial confidence and peace of mind
Don’t simply dream about your perfect future…
let’s plan for it!
Welcome to Bortolussi Wealth Management, where clarity and discipline guide every step. Your goals— including retirement income, legacy planning, and investment strategies deserve careful attention and a plan that evolves with you. I’m Adam Bortolussi and I’m so glad you’re here. We start by understanding what matters most to you, then build a plan that connects your current goals to tomorrow’s outcomes. Along the way, we keep communication simple and your strategy on track to help your dream become reality.
Adam Bortolussi
Founder/Chief Investment Advisor
INVESTING THROUGH UNDERSTANDING
Why Choose Us?
We believe financial planning is about more than numbers — it’s about understanding your life, values, and goals. As a fiduciary, we put your best interests first, offering transparent advice and strategies tailored to you. Our boutique approach means you receive the personal attention you deserve, backed by the experience and resources to help you make confident financial decisions.
“Financial peace of mind begins with understanding.”
Our Services
We take a comprehensive approach to managing and growing wealth for individuals, families, and business owners. By taking the time to fully understand each client’s unique circumstances, we create personalized strategies and portfolios aligned with their long-term objectives. We design solutions that cover every aspect of your financial life, including investment portfolios, retirement plans, college savings, estate planning, and business continuity.
Retirement & Long-Term Planning
We help you prepare for the future with personalized retirement strategies with the goal to maximize savings, minimize taxes, and to help your income last throughout retirement. From IRAs to workplace plans, we build a roadmap tailored to your goals.
Investment Management
We tailor strategies to your risk, timeline, and goals. With custom portfolios or automated solutions, we aim to grow and protect wealth through disciplined, transparent management.
Education & Family Planning
We help you plan education costs without risking your financial security. From 529 plans to flexible savings, Our goal is to set your family up for success.
Small Business & Entrepreneur Planning
We craft strategies that balance personal goals and business needs. From tax-efficient retirement plans to continuity planning, we help protect your company and future.
Estate & Legacy Planning
We help you preserve and transfer your wealth in the most efficient way possible, with the goal that your loved ones are cared for and your legacy is secure. Our strategies reduce complexity and give the next generation clarity.
Financial Goal Planning & Lifestyle Strategies
Every client’s goals are unique—from paying down debt to building lasting wealth. We create personalized plans that adapt as life changes, giving you confidence and peace of mind.
We’d love to hear from you!
Let’s create a plan that gives you confidence today and peace of mind tomorrow.
Let’s see if we’re the right fit. We’d be happy to connect for a brief phone or video call to learn more about your goals and answer any questions you may have. Together, we’ll decide on the next steps and how we can best support your financial journey.
Meet Adam Bortolussi
As founder and Chief Advisor of Bortolussi Wealth Management, I’ve been helping individuals, families, and business owners achieve financial confidence for over 2 decades. My career began at leading firms like Morgan Stanley, UBS, and Merrill Lynch, but I quickly realized that clients deserve advice delivered in a more personal and transparent way. That’s why I built a boutique firm where every relationship is based on trust, clear communication, and strategies tailored to each client’s goals.