Bortolussi Wealth Management, Inc. logo

Bortolussi Wealth Management, Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Bortolussi Wealth Management, Inc. operates in the financial services sector, providing wealth management services from its office in Southborough, Massachusetts. The firm focuses on delivering financial guidance and related advisory support to individuals and families, helping clients manage assets and plan for their financial goals. With a small team structure, the company positions itself as a local, client-focused provider within the broader financial services landscape. The organization is based at 30 Turnpike Road, Suite 5, Southborough, MA, United States.

Find Bortolussi Wealth Management, Inc. employees' phone numbers or email addresses

Bortolussi Wealth Management, Inc. Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Bortolussi Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    D. L.
    Lead Financial Advisor

Bortolussi Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Bortolussi Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. L.
    Lead Financial Advisor
    United StatesMassachusetts
    Jun 08, 2026

Frequently Asked Questions

What is Bortolussi Wealth Management, Inc. known for?

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Bortolussi Wealth Management, Inc. was founded in 2010 operates in the Financial Services industry. Explore Bortolussi Wealth Management, Inc.'s company overview page for more information.

What is Bortolussi Wealth Management, Inc.'s most common email format?

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Bortolussi Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bortolussi Wealth Management, Inc. email formats with LeadIQ.

How many employees does Bortolussi Wealth Management, Inc. have currently?

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Bortolussi Wealth Management, Inc. has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bortolussi Wealth Management, Inc.'s key employees and leadership?

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As of July 2026, Bortolussi Wealth Management, Inc.'s key employees include:

  • Lead Financial Advisor: D. L.

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