The Bitterly Wealth Management Group works with affluent families, executives, business owners, entrepreneurs and charitable organizations, helping them achieve what is most important to them in terms of their deepest values. Our team is committed to bringing incomparable care and integrity combined with seasoned financial wisdom to our clients and their families. We believe that what is most important in life is much vaster than money--money is just a means to an end. We bring this over- arching virtue into all our affairs and apply it to every client engagement and decision the team makes. You could say we operate from a higher level of conscientiousness and will not compromise on this value.
Money means different things to different people. Each of us has different dreams...
-Financial Freedom
-Educational funding for children or grandchildren
-Travel or a vacation home
-Charitable legacy
Whatever your dreams are, you need a framework for making wise decisions about your money that will help enable you to achieve what is important to you. We seek to help our clients to free their minds of the financial minutia so they can focus their time, talent, and energy on the things that truly matter in their lives.
For the past 37 years, Fran Bitterly has provided a broad, comprehensive approach to helping clients address their financial lives and beyond. This includes more than just taking care of investments. It also means addressing your advanced planning needs, including wealth enhancement, wealth transfer, wealth protection and charitable giving. You owe it to your family and yourself to make sure that your investment plan - and overall wealth management plan - is designed to effectively address your very specific financial needs in order to achieve your financial and spiritual goals.
Fran Bitterly has been recognized as one of Barron's Top Financial Advisors and Forbes Best in State Wealth Advisors
- Forbes Best In State Wealth Management Teams - 2025
- Forbes Best In State Wealth Management Teams - 2024
- Barron's Top 1,200 Financial Advisors - 2024
- Forbes Best in State Wealth Advisors - 2024
- Forbes Best In State Wealth Management Teams - 2023
- Barron's Top 1,200 Financial Advisors - 2023
- Forbes Best in State Wealth Advisors - 2023
- Barron's Top 1,200 Financial Advisors - 2022
- Forbes Best in State Wealth Advisors - 2022
- Barron's Top 1,200 Financial Advisors - 2021
- Forbes Best in State Wealth Advisors - 2021
- Barron's Top 1,200 Financial Advisors - 2020
- Forbes Best in State Wealth Advisors - 2020
- Barron's Top 1,200 Financial Advisors - 2019
- Forbes Best in State Wealth Advisors - 2019
- Barron's Top 1,200 Financial Advisors - 2018
- Forbes Best in State Wealth Advisors - 2018
- Barron's Top 1,200 Financial Advisors - 2017
- Barron's Top 1,200 Financial Advisors - 2016
- Barron's Top 1,200 Financial Advisors - 2014
- Barron's Top 1,000 Financial Advisors - 2013
- Barron's Top 1,000 Financial Advisors - 2012
Disclosures:
2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018, 2019, 2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes.com (Awarded 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Award Disclosures:(https://www.morganstanley.com/disclosures/awards-disclosure.html)