SARASOTA, FL (April 11, 2023) – The Otto Group, a wealth management firm that provides holistic and advanced planning solutions to a select group of families, individuals, and business owners, announced that Managing Director and Partner, Matthew J. Otto, has been named a 2023 Best-In-State Wealth Advisor Florida (Tampa Area) by Forbes for the sixth consecutive year (2018-2023).
“Matt has continually enhanced the delivery of boutique, personalized wealth management services and solutions as the firm guides clients toward the achievement of financial wellness,” says Alex Gault, Private Wealth Advisor. “Matt’s vision of blending sophisticated investment resources and advanced planning services has been incredibly meaningful in meeting the needs of our clients.”
Otto holds the Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®) designations. In addition, he holds the Series 7, 26, 31, 63, 66 and Florida Life, Health, and Variable licenses. He is a member of the American Association of Individual Investors (AAII) and the Suncoast Chapter of the Financial Planning Association (FPA).
“Matt joined Hightower seven years ago, attracted to operating a financial advisory business as a fiduciary and not being beholden to a large bank,” adds Otto Group Client Experience Officer (CXO) Laurel Corriveau. “Since then, his focus has been directed first and foremost on clients, enabling each individual, family, and business relationship to experience a high level of wealth management solutions available, with the support and partnership of Hightower Advisors.”
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 though analysis of several key factors, including revenue trends, assets under management, compliance records, and industry experience of more than 34,000 nominees; just over 7,300 made the final list.
For more about The Otto Group, visit theottogroupathightower.com.
About The Otto Group
The Otto Group is a wealth management advisory firm founded by Matthew J. Otto. With locations in Sarasota, Florida and Vail, Colorado, the firm provides holistic wealth management solutions to affluent individuals, families, and business owners. The team prides itself on its wealth management formula that blends investment consulting, advanced planning, and relationship management, guiding clients toward their sense of financial wellness. 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 theottogroupathightower.com.
About Hightower Advisors
Hightower Advisors 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 hightoweradvisors.com.
Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.