Fitts Financial

Helping guide you towards lifelong prosperity

At Fitts Financial, we are dedicated to helping individuals, families, and business owners navigate their financial journey with clarity and confidence. We believe that financial well-being is not just about investments — it’s about building a thoughtful strategy that aims to protect today while preparing for tomorrow.

Through disciplined planning, personalized guidance, and long-term stewardship, we work to simplify complex financial decisions and align them with what matters most to you. Whether you’re growing wealth, preparing for retirement, funding education, or planning for business continuity, our goal is to provide steady guidance at every stage of life.

Our Mission

Our mission is to deliver trusted financial stewardship by following our process of investing through understanding to strengthen and support long‑term prosperity for the individuals and families we serve through our trusted partnership with Bortolussi Wealth Management.

Our Vision

Our vision is to be a trusted partner in lifelong financial well-being. We strive to provide clear guidance and thoughtful stewardship to help individuals and families make informed decisions, protect their financial future, and pursue meaningful goals. In collaboration with Bortolussi Wealth Management, we support clients in planning for long-term financial stability across generations

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Our Offerings

Individual Wealth Management

Personalized strategies to grow, manage, and preserve wealth through disciplined investment management and planning.

Small Business Wealth Management

Customized strategies designed to support business growth, owner income planning, and long‐term stability.

Portfolio Planning

Thoughtfully diversified portfolios aligned with your goals, time horizon, and comfort with risk.

College Planning & 529 Plans

Tax‐advantaged strategies designed to help families prepare for future education expenses.

Estate & Legacy Planning

Strategies to help protect assets, support loved ones, and preserve your legacy (in coordination with your legal and tax professionals).

Small Business Continuity Planning

Planning strategies designed to help ensure business stability and smooth transitions during planned or unexpected events.

Retirement Accounts & Investment

Traditional IRAs – Tax‐deferred growth
Roth IRAs – Tax‐free growth and withdrawals
Individual Investment Accounts – Flexible, non‐retirement options
Corporate & Business Accounts – Tailored investment solutions.

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Employer & Specialized Plans

401(k) Plans
403(b) Plans
Individual 401(k) Plans
SEP IRAs
SIMPLE IRAs
Profit Sharing Plans

Specific Financial Goal Planning

Targeted planning for major life milestones—from purchasing a home to funding
meaningful experiences.

Frequently Asked Questions

Get to Know Fitts Financial Advisory Services by Bortolussi Wealth Management

What services does Fitts Financial offer?

Fitts Financial, powered by Bortolussi Wealth Management, can help facilitate comprehensive, fiduciary‐based financial planning and investment advisory services,
including:
• Investment Management & Portfolio Construction
• Retirement Planning & Income Strategies
• Financial Planning & Ongoing Consulting
• Education & College Planning
• Estate & Legacy Planning Coordination
• Small Business & Employer Plan Solutions
For a complete description of our services, please review the Offerings Page included in
this envelope or visit bortowm.com.

Who can benefit from our services?

Our services are designed for:
• Individuals seeking clarity, confidence, and long‐term financial security
• Families planning for education, retirement, and generational wealth
• Business owners looking to optimize cash flow, benefits, and long‐term planning

Are your advisors fiduciaries?

Yes. Bortolussi Wealth Management investment advisors are fiduciaries. This means we
are legally and ethically required to always act in your best interest—providing advice,
transparent fees, and recommendations aligned solely with your goals.

How do you keep my information secure?

We use secure technology and encrypted systems safeguard your data. Access to client
information is limited to authorized personnel only, and our processes are regularly
reviewed to ensure ongoing compliance and protection.

If I am already a Fitts Insurance client, why would Fitts Financial benefit me?

As a Fitts Insurance client, Fitts Financial provides access to investment advisory services
through Bortolussi Wealth Management, a trusted partner of Fitts Insurance. By integrating
insurance, investments, and financial planning, we are able to assist you in making more
informed decisions, identifying potential gaps or overlaps, and aligning your overall
financial strategy with your long-term goals.

What makes you different from other financial service providers?

Our difference is understanding—of you, your goals, and your entire financial picture. At
Bortolussi Wealth Management, our philosophy is Investing Through UnderstandingTM. We
combine disciplined investment management with thoughtful planning and clear
communication, all delivered through a collaborative team that works closely with Fitts
Insurance to provide coordinated, long‐term solutions.

For more information about Bortolussi Wealth Management please visit Bortolussi Wealth Management | Investing Through Understanding website.

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