Bortolussi Wealth Management

What Bortolussi Wealth Management does

Bortolussi Wealth Management, Inc. (BWM) is a privately held boutique Registered Investment Advisor founded in 2010 by Adam Bortolussi and headquartered in Southborough, Massachusetts. The firm operates as a fee-only RIA delivering personalized wealth management services nationally, with regulatory registration through the SEC (CRD #155780) and the Commonwealth of Massachusetts. BWM serves individuals, families, retirees, business owners, and high-net-worth clients through six integrated service lines: Retirement & Long-Term Planning, Investment Management, Education & Family Planning, Small Business & Entrepreneur Planning, Estate & Legacy Planning, and Financial Goal Planning & Lifestyle Strategies.

The firm's core technology stack is intentionally lightweight and entirely dependent on third-party custodian and account access platforms, including Altruist, American Funds Retirement, Betterment Securities, and CollegeAmerica 529 Plans. BWM does not disclose proprietary algorithms, trading systems, or portfolio-construction technology; investment management is described as a disciplined, research-driven process with ongoing monitoring and rebalancing. Client account access is facilitated through these custodian integrations rather than a proprietary portal (the firm offers a ShareFile secure portal for document exchange).

BWM's revenue model is subscription/recurring fee-based advisory compensation rather than commission-based product sales, aligning incentives under a fiduciary standard. Specific fee schedules are published in a private BWM Fee Table document. Client acquisition is consultative and relationship-driven, with complimentary initial phone or video consultations, supplemented by referral partnerships (notably with Fitts Insurance Agency/Fitts Financial), content marketing through the bortowm.com website and BWM Monthly newsletter, and community involvement through charitable organizations including The 200 Foundation and One Mission. The firm employs fewer than 10 people, with Adam Bortolussi as Founder/Chief Advisor and Bianca Chaves as Client Service Associate.

Name

Bortolussi Wealth Management

Legal name

Bortolussi Wealth Management, Inc.

Website

https://bortowm.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Bortolussi Wealth Management is a privately held boutique Registered Investment Advisor founded in 2010, providing fee-based personalized wealth management to individuals, families, retirees, and business owners nationally from its Southborough, Massachusetts headquarters.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management
• Investment advisory
• Retirement planning
• Financial planning
• Estate planning

Headquarters

HQ city

Southborough

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fee-based compensation structure where the firm charges fees for services provided rather than commissions on products sold. This ensures objective advice aligned with client best interests. Specific fee schedules available in BWM Fee Table document.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Bortolussi Wealth Management is a boutique Registered Investment Advisor that delivers personalized financial planning and investment advisory services to individuals, families, retirees, business owners, and professionals. Its offerings span retirement and long-term planning, investment management, education and family planning, small business/entrepreneur planning, estate and legacy planning, and financial goal/lifestyle strategies, delivered on a recurring fee basis under a fiduciary standard.

Product overview

Bortolussi Wealth Management is a boutique investment advisory firm offering comprehensive, personalized wealth management services through six integrated service lines: Retirement & Long-Term Planning, Investment Management, Education & Family Planning, Small Business & Entrepreneur Planning, Estate & Legacy Planning, and Financial Goal Planning & Lifestyle Strategies. These services function as a unified wealth management offering rather than separate modules, with all six designed to work together to address every aspect of a client's financial life—from investment portfolios and retirement income to education savings, business succession, and legacy planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement & Long-Term Planning Personalized retirement strategies designed to maximize savings, minimize taxes, and create sustainable income throughout retirement. Covers IRAs, Roth IRAs, and workplace plans such as 401(k)s, and is offered to individuals and households approaching or in retirement.
• Investment Management Customized and automated investment portfolio management built around each client's risk tolerance, time horizon, and goals, using a disciplined, research-driven process with ongoing monitoring and rebalancing. Offered to individual investors, families, and business owners.
• Education & Family Planning Guidance on planning for education costs using 529 plans and other tax-advantaged savings strategies, aligned with the family's overall financial goals and retirement planning. Targeted at families seeking to fund education without compromising retirement security.
• Small Business & Entrepreneur Planning Financial strategies for business owners and entrepreneurs that balance personal goals with business needs, including tax-efficient retirement plans (SIMPLE IRAs, SEP plans, profit-sharing), succession planning, and business continuity. Designed for owner-operators integrating personal and business wealth.
• Estate & Legacy Planning Wealth preservation and transfer strategies including wills, trusts, and beneficiary planning, aimed at minimizing taxes and ensuring loved ones are cared for. Provided to families and high-net-worth individuals seeking intergenerational wealth transfer.
• Financial Goal Planning & Lifestyle Strategies Flexible, personalized financial plans that adapt to life changes, covering debt payoff, wealth building, and milestone purchases aligned with each client's priorities. Offered to individuals and families seeking an adaptable financial roadmap beyond retirement.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Fitts Insurance Agency / Fitts FinancialcoreChannel Partner/ Reseller/ DistributorFitts Insurance Agency operates as a registered investment advisor for solicitation purposes. Fitts Financial launch team helps connect insurance clients with advisory services provided through Bortolussi Wealth Management. Bianca Chaves joined BWM after serving on the launch team for Fitts Financial.
• The 200 FoundationminorOthersCharitable organization supported by Bortolussi Wealth Management that makes impactful contributions to children and families in need. BWM values community giving and philanthropy.
• One MissionminorOthersCharitable organization supported by Bortolussi Wealth Management that supports children and families in need. Part of BWM's commitment to community involvement.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Monarch Wealth Advisors: Boutique RIA offering financial planning, investment management, retirement, and estate services for individuals and small business owners. Closely comparable to BWM in scale, fee-only structure, and integrated wealth offering.
• Buckingham Strategic Wealth: Boutique, fee-only registered investment advisor offering comprehensive financial planning and investment management to mass-affluent and HNW individuals and families. Closely comparable to BWM in fiduciary model, integrated planning scope, and target client profile.
• Carson Group: RIA and coaching community supporting independent financial advisors serving mass-affluent clients with retirement, investment, and estate planning. Comparable to BWM in the boutique RIA service mix and target client segment.
• Hightower Advisors: Wealth management firm built through partnerships with boutique advisory practices serving HNW individuals, families, and business owners. Comparable to BWM in its boutique RIA positioning and comprehensive wealth services for similar client personas.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, retirement, estate, and tax planning to individuals and business owners. Comparable to BWM in its multi-service, goals-based advisory approach and broad mass-affluent/HNW client focus.

Broad incumbents

• Edward Jones: Large retail wealth management franchise offering investment advisory and retirement planning to mass-affluent households nationwide. Comparable to BWM in serving the same retail wealth segment, but at vastly greater scale and brand recognition.
• Morgan Stanley Wealth Management: Global wirehouse providing investment advisory, retirement, and wealth planning to retail and HNW clients. Direct competitor for the same mass-affluent segment and an institution from which BWM's founder originated.
• Merrill Lynch (Bank of America Private Bank & Wealth Management): Wirehouse wealth franchise offering investment advisory, retirement, and financial planning to mass-affluent and HNW clients. Comparable as a competing fiduciary-style offering to the same client base Adam Bortolussi served prior to founding BWM.

Emerging players

• Betterment: Leading robo-advisor offering automated investment management and retirement planning for retail and mass-affluent investors. Competes for the same demographic at materially lower fees, pressuring BWM's pricing on investment-only relationships.
• Empower (formerly Personal Capital): Digital wealth manager combining automated portfolio management with human advisory services targeting mass-affluent and HNW clients. Comparable as an alternative for the same client personas BWM serves, particularly tech-comfortable households.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/bortowm
• LinkedInlinkedin.com/company/bortolussi-wealth-management-inc-

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bortolussi Wealth Management