SARASOTA, FLA — February 27, 2018 — The Otto Group at HighTower is proud to announce that Forbes named Managing Director and Partner Matthew J. Otto number 16 in Florida (North) on its Best-In-State Wealth Advisors List. This list spotlights some of the most successful advisors in Florida and across the country.
“Matt Otto embodies The Otto Group’s core values of integrity, hard work and client service,” Alex Gault, Private Wealth Advisor at The Otto Group, said. “His passion for helping clients achieve their goals and protect their legacies is evident, and our entire team is thrilled that Forbes has recognized Matt with this prestigious award.”
Mr. Otto joined HighTower in March 2016 seeking partnership with a comprehensive asset management firm focused on delivering sophisticated investment and estate planning services for high-net-worth, accredited investors. He specializes in alternative investments and provides clients with access to institutional-style investment models.
Mr. Otto is a member of the American Association of Individual Investors (AAII) and the Sarasota chapter of the Financial Planning Association (FPA). He holds the Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner™ (CFP®) designations. He also holds the Series 7, 26, 31, 63, 66 and Florida Life, Health and Variable Licenses.
About The Otto Group
The Otto Group is a wealth management advisory practice founded by Matt Otto located in Sarasota, Florida. The practice provides holistic wealth management solutions to a select group of families, individuals and business owners. The team has collective experience of 105 years and prides itself on its wealth management formula that blends investment consulting, advanced planning and relationship management. All members of the Otto Group are fiduciaries, placing the interests of their clients first. The Otto Group is supported by HighTower’s open source platform, and is free of many of the inherent conflicts of interest that may be present in a traditional brokerage model.
HighTower is reshaping the financial services industry from the inside out. As one of the nation’s largest Registered Investment Advisors (RIAs) dedicated to providing advice, not selling a product, we are a relentless champion of the fiduciary standard. We believe that the wealth management industry can and should do a better job of serving the needs of individual investors and their financial advisors. We built HighTower upon a commitment to put our clients’ best interests first. For the 6th consecutive year, HighTower ranks on the Inc. 5000 list of the fastest-growing companies in America (2012 – 2017). For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
Securities offered through HighTower Securities, LLC | Member FINRA / SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.