Bortolussi Wealth Management, Inc.

12/24/2025

As the year comes to a close, we want to thank our clients, friends, and community for the trust you place in us. We are grateful for the relationships we’ve built and the opportunity to work alongside you on your financial journey.

Wishing you and your family a joyful holiday season and a healthy, prosperous New Year.

Warm Regards,
Adam Bortolussi and the BWM Team

11/25/2025

07/04/2025

BWM will be closed tomorrow in observation of July 4th. Wishing everyone a safe and happy 4th of July!!

12/31/2024

As 2024 comes to a close, we have a lot to be grateful for and look forward to what 2025 will bring!

We have completed our transition from Pershing to Altruist and are excited about our new partnership with Charles Schwab. Our commitment to you will remain the same as we grow. Our focus will be on the continuous improvement of communicating with and working for you to achieve your financial goals.

In 2025, we anticipate to increase the number of business partners that we work with and will be sending updates along the way. As always, If you have any concerns or if any changes have occurred in your life, please let us know and we will be happy to discuss them with you. Thank you for your business and trust in us.

12/23/2024

Bortolussi Wealth Mangement is proud to have you onboard! We wish you a lovely and cheerful holiday season! Thank you for your business.

11/28/2024

We are grateful to work with exceptional clients and business partners! Thank you for your trust and have a wonderful Thanksgiving! 🦃🍁

11/11/2024

Honoring our nation’s heroes on Veterans Day. Thank you!

05/12/2024

Happy Mother’s Day!

11/23/2023

We are grateful to work with a great group of clients. Thank you for your business and your trust! Happy Thanksgiving!🍁🦃

06/30/2023

Our office will close at 4pm today and will reopen on Wednesday, July 5th. Our partners are open during normal business hours and their contact information can be found below. You can also access your account online at https://bortowm.com. Thank you for your continued business.

Shareholders Service Group - (800) 380-7370
American Funds - (800) 421-6019
Betterment Securities - (888) 400-1571
Beacon Benefits - (978) 468-1555