Bortolussi Wealth Management, Inc.

Bruce Hulme is a financial advisor at Bortolussi Wealth Management, Inc. with 23 years of industry experience. He has worked at Bortolussi Wealth Management since 2019 and previously spent 13 years with THE O.N. Equity Sales Company and Ohio National Life Insurance Co. Hulme also maintains a longstanding role with Fitts Insurance Agency, Inc., dating back to 1980. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

Danielle Leary is a financial advisor at Bortolussi Wealth Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked previously at Middlesex Savings Bank. In addition to her advisory role, she serves as a relationship manager at Fitts Insurance Agency, where she is involved in insurance sales. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

Adam Bortolussi is the president of Bortolussi Wealth Management, Inc. in Hopkinton, MA, with 19 years of industry experience. He holds a Series 66 designation and has worked at Bortolussi Wealth Management since 2010. In addition to his advisory role, he serves as president of the 200 Foundation and its Endowment Trust, and is a director at Fitts Insurance Agency, Inc. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.