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Our Mission

We guide individuals, families, and institutions through key financial decisions with thoughtful, holistic planning - helping to bring clarity, discipline, and trusted advice to every stage of their journey.

Meet Our Team

Put your future into focus today.

Working with Us

Our process starts with listening. We take the time to understand each client's objectives before crafting a strategy. From there, we implement a long-term approach, leveraging personalized advice and guidance, strategic wealth planning, and our portfolio management expertise.

By understanding first and advising second, we focus on building lasting relationships and earning your trust. This approach allows us to provide full-balance-sheet advice and execution for clients, including investment recommendations, cash management strategies, and wealth planning solutions.

Our advisory services build the foundation of every client relationship. We act as a fiduciary to provide comprehensive, goals-based plans that help our clients reach their long-term investment objectives.

Advisory Services

Bitterlin Private Wealth Group of Wells Fargo Advisors

Client Services:

"We offer full-balance-sheet advice and execution for our clients, including investment management, retirement planning, charitable giving and advanced estate‑planning strategies. We can also provide access to lending and banking solutions through Wells Fargo affiliates."

Advisory Services

We deliver personalized investment advice through an open‑architecture advisory model that prioritizes your goals, not products. Our investment management platform allows us to combine our wealth management capabilities with custom portfolio construction. The result is a strategic investment plan tailored to your goals.

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Estate Planning Strategies

Our dedicated wealth planning resources provide custom trust and estate reviews for our clients. We assist our clients in building, managing and transferring wealth efficiently, often coordinating directly with estate planning attorneys and tax advisors.

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Philanthropy & Charitable Giving

We advise individuals and families on sophisticated philanthropic strategies, including donor-advised and private foundations, to help align charitable giving with values, legacy goals, and multigenerational wealth planning.

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Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

Office Address

600 West Broadway
Suite 1450
San Diego, CA 92101
Local Phone: (619) 823-1287
Andrew.Bitterlin@WellsFargoAdvisors.com

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