SARASOTA, FL (April 11, 2023) – The Otto Group, a wealth administration agency that gives holistic and superior planning options to a choose group of households, people, and enterprise house owners, introduced that Managing Director and Accomplice, Matthew J. Otto, has been named a 2023 Greatest-In-State Wealth Advisor Florida (Tampa Space) by Forbes for the sixth consecutive 12 months (2018-2023).
“Matt has regularly enhanced the supply of boutique, customized wealth administration providers and options because the agency guides shoppers towards the achievement of monetary wellness,” says Alex Gault, Non-public Wealth Advisor. “Matt’s imaginative and prescient of mixing subtle funding assets and superior planning providers has been extremely significant in assembly the wants of our shoppers.”
Otto holds the Accredited Funding Fiduciary® (AIF®) and Licensed Monetary Planner® (CFP®) designations. As well as, he holds the Collection 7, 26, 31, 63, 66 and Florida Life, Well being, and Variable licenses. He’s a member of the American Affiliation of Particular person Buyers (AAII) and the Suncoast Chapter of the Monetary Planning Affiliation (FPA).
“Matt joined Hightower seven years in the past, drawn to working a monetary advisory enterprise as a fiduciary and never being beholden to a big financial institution,” provides Otto Group Shopper Expertise Officer (CXO) Laurel Corriveau. “Since then, his focus has been directed initially on shoppers, enabling every particular person, household, and enterprise relationship to expertise a excessive stage of wealth administration options obtainable, with the help and partnership of Hightower Advisors.”
The Forbes rankings had been developed by SHOOK Analysis, which used an algorithm of qualitative and quantitative information to price 1000’s of advisors with a minimal of seven years of expertise within the wealth administration business. The rankings had been compiled although evaluation of a number of key components, together with income developments, belongings underneath administration, compliance information, and business expertise of greater than 34,000 nominees; simply over 7,300 made the ultimate checklist.
For extra about The Otto Group, go to theottogroupathightower.com.
About The Otto Group
The Otto Group is a wealth administration advisory agency based by Matthew J. Otto. With areas in Sarasota, Florida and Vail, Colorado, the agency gives holistic wealth administration options to prosperous people, households, and enterprise house owners. The staff prides itself on its wealth administration formulation that blends funding consulting, superior planning, and relationship administration, guiding shoppers towards their sense of monetary wellness. All members of The Otto Group are fiduciaries, putting the pursuits of their shoppers first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Be taught extra about The Otto Group by visiting theottogroupathightower.com.
About Hightower Advisors
Hightower Advisors is a wealth administration agency that gives funding, monetary and retirement planning providers to people, foundations, and household places of work, in addition to 401(okay) consulting and money administration providers to companies. Hightower’s capital options, operational help providers, measurement and scale empower its vibrant neighborhood of independent-minded wealth advisors to develop their companies and assist their shoppers obtain their imaginative and prescient of “well-th. rebalanced.” Primarily based in Chicago with advisors throughout the U.S., the agency operates as a registered funding advisor (RIA). Be taught extra about Hightower’s collaborative enterprise mannequin at hightoweradvisors.com.
Securities supplied by way of Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered funding advisor.