Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Bortolussi Wealth Management, Inc. is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time. Goals change over time and having a plan in place will help anticipate these changes.
Bortolussi Wealth Management, Inc. has well over 10 years of financial-planning experience between its employees.
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.
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.
We're here to help all of our clients and their unique needs related to their retirement and financial help. 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, Inc. we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
Adam Bortolussi is the Founder and President of Bortolussi Wealth Management, Inc.
Adam began his career as an Intern with Morgan Stanley Dean Witter in 2003, in 2004 he joined Morgan Stanley as a Financial Advisor. In 2006 Adam left Morgan Stanley to join a team of Financial Advisors at UBS Financial Services, Inc. and has since worked at Merrill Lynch as an Investment Specialist and Columbia Management as a Regional Sales Director.
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 enjoys skiing, fly fishing, golfing, real estate and history. Adam lives with his Wife Laura, Daughter Addison, Son Graham and their dogs Gracie, Daisy and Hank. Adam also serves as Chairman of the Board of Directors for The 200 Foundation, Inc.