SARASOTA, FLA — Feb. 12, 2021 — The Otto Group at Hightower Advisors is proud to announce that Forbes has named Managing Director and Partner Matthew J. Otto a Best-In-State Wealth Advisor Florida (Tampa Area) for the fourth consecutive year (2018, 2019, 2020, 2021).
The annual list spotlights the top advisors in all 50 states; this year’s includes more than 5,000 wealth managers from around the country.
“Our clients come first,” said Alex Gault, Private Wealth Advisor. “Matt Otto developed our mission-driven practice of guiding our clients toward achieving financial wellness. Along with other trusted professional partners, we help position our clients in structuring a financial and familial legacy. When clients say, ‘Thank you, our family is prepared for the future,’ we know we’ve cared for, and facilitated in, their financial and lifecycle wellness,” said Gault.
Celebrating his fifth year with Hightower Advisors, Otto joined the mammoth registered investment advisory (RIA) firm, to execute the practice’s business model as a fiduciary not beholden to a large bank.
Laurel Corriveau, Director of Client Relations with The Otto Group at Hightower Advisors, adds, “Matt’s continued recognition on this prestigious wealth industry list reinforces his commitment to delivering a suite of personalized solutions to our individual, family, and business clients. He has differentiated our practice with our Financial Wellness Formula, Advanced Planning, and sophisticated institutional alternative investments.”
“Meaningful work with meaningful people is the everyday mantra within our office – no exceptions,” said Corriveau.
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.
The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled through analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 32,725 nominees.
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 20 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 Advisors, LLC and Hightower Securities, LLC. Learn more about The Otto Group by visiting otto.hightoweradvisors.com.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.