SARASOTA, FL — January 29, 2020 — The Otto Group at Hightower is proud to announce Forbes has named Managing Director and Partner, Matthew J. Otto, a Best-In-State Wealth Advisor for Florida (North) for the third consecutive year (2018, 2019, 2020).
This list spotlights some of the most successful advisors in Florida and across the country.
“With Matt Otto at the helm, The Otto Group continues to deliver a suite of personalized wealth management solutions to our individual, family, and business clients,” said Laurel Corriveau, Director of Client Relations at The Otto Group. “Matt’s commitment to develop and grow a practice that focuses on our clients’ financial wellness is recognized industry-wide by his continued recognition on this prestigious list. As a team and business, we are proud of our mission to deliver meaningful work with meaningful people.”
Advisors who made the Forbes list were nominated by their respective firms and then ranked based on an algorithm developed by SHOOK Research. SHOOK’s rankings are based on several qualitative and quantitative factors, including personal interviews, industry experience, compliance records, revenue produced and assets under management. (The full list and information on award criteria and ranking methodology can be viewed at Forbes.com.)
Mr. Otto differentiates the practice via our Financial Wellness Formula, Advanced Planning, and institutional alternative investments. He joined Hightower in March 2016 in order to execute its business model as a fiduciary not beholden to a large bank.
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 Matthew J. Otto. With locations in Sarasota, Florida and Vail, Colorado, the practice provides holistic wealth management solutions to a select group of families, individuals and business owners. The team has an average of 19 years of industry experience 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.
Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit www.Hightoweradvisors.com.