Financial Services from Fitts Investments

Through our relationship with Bortolussi Wealth Management, Inc., we can assist you with the following:

Individual Wealth Management

Small Business Wealth Management

Portfolio Planning

College Planning

Automated Investing Though Betterment Securities

Retirement Planning

Specific Financial Goal Planning

IRA Accounts

ROTH Accounts

Individual Accounts

Corporate Accounts

401(k) Plans

403(b) Plans

Individual 401(k) Plans


SEP Plans

529 Plans

Profit Sharing Plans

Estate Planning

Small Business Continuity Planning

Advisory services are offered through Bortolussi Wealth Management, Inc ("BWM"). BWM is a registered investment advisor. Advisory services are only offered to clients or prospective clients where BWM and its representatives are properly licensed or exempt from licensure. Fitts Insurance Agency, Inc. is compensated for referring clients to BWM. For additional information regarding BWM, please visit their website here