Adam Bortolussi is the Founder and President of Bortolussi Wealth Management, Inc. He began his career at as an Intern with Morgan Stanley Dean Witter in 2003, in 2004 he joined Morgan Stanley as a Financial Advisor. In 2006 Adam left to join a team of Financial Advisors at UBS Financial Services and has since worked at Merrill as an Investment Specialist and Columbia Management as a Regional Sales Director. Adam founded Bortolussi Wealth Management in 2010.
Adam graduated from Quinnipiac University in 2004 with a B.S. in Finance and from Salve Regina University in 2014 with a Masters in Business Administration. He lives with his wife Laura, daughter Addison, son Graham and their dogs Gracie, Daisy and Hank. Adam serves as a Director for The Fitts Insurance Agency, Inc. and Chairman of the Board of Directors for The 200 Foundation, Inc.
In this episode:
- Toxicity of having a child endure cancer treatment
- Information on how financial planning can impact a patients treatment and life.
- First hand experience from Ashley about how expensive cancer treatment really is.
- Find out what you can you do, without a wealth manager, to save your credit score and maintain everyday life expenses when you’re also faced with paying for cancer treatment.
- Adam delves deep into his own personal experience with being in a family who filed bankruptcy due to cancer and his advice for other families in the same situation.
- How bankruptcy effects your credit score.
- Assembling your team: who is on your team and what do they do for you?
- Is filing bankruptcy a potential strategy for overwhelming financial situations?
- Tips and strategies for someone in a financial crisis having to do with nearly filing or filing bankruptcy.
- Ashley tells personal story from her time in the hospital with her son Nicholas.
- Open and honest communication with those closest to you is key. It's okay to ask for help!
- What it’s like managing emotions in times where it seems impossible.
This is a One Mission Podcast.
Cancer can steal a kid’s childhood – we help them get it back through
programs and activities that foster friendship, fun, and positive
distractions from treatment. Whether it’s putting on holiday
celebrations, providing art and music therapy or paying for expensive
hospital parking, we make life brighter for children and their families
from the moment of diagnosis, through treatment and beyond.
https://onemission.org/
Follow us on instagram @onemissionofficial and on facebook
@onemission
Join our mailing list at onemission.org to stay up to date on our news
and events.
If you would like become part of this podcast email us
info@onemission.org
This podcast is presented by Provident Healthcare Partners.
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