SARASOTA, FLA — February 19, 2019 — The Otto Group at HighTower is proud to announce that Forbes named Managing Director and Partner Matthew J. Otto number 34 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.
“Our entire team is thrilled that Forbes is recognizing Matthew Otto on this prestigious list,” said Laurel Corriveau, Director of Client Relations at The Otto Group. “His vision, tenacity, and unyielding commitment to our clients inspires all of us at The Otto Group to progress our business and continue to seek new opportunities to add value to our clients’ lives.”
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.
*For information on award criteria and ranking methodology, please visit https://www.forbes.com/sites/rjshook/2018/02/15/forbes-best-in-state-wealth-advisors-methodology/#13f462e115dd.
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.
About HighTower
HighTower is a wealth management firm challenging the status quo of how firms deliver financial advice in the United States. Founded in 2007, the firm is at the forefront of a major industry shift from product sales to client service. Servicing approximately $68.6 billion in assets, HighTower is one of the fastest-growing companies in the U.S. Visit www.hightoweradvisors.com.