Meaningful Work with Meaningful People
At The Otto Group, our mission is to provide affluent individuals, families and businesses with an impeccable sense of financial well-being. As fiduciaries, we value transparency, trust, integrity and above all, putting our client’s best interests first. We honor the trust our clients place in us as stewards of their wealth, advocates of their goals and guardians of their future.
What We Do
We are absolutely passionate about striving to achieve the most optimal outcome for our clients— confidence, control, service and ultimately, a true sense of overall financial wellness. Our areas of focus include:
Financial Planning
Risk Management
Investment Management
and Advisory Services
Estate Strategies and Wealth Preservation
Retirement Planning
Customized Credit Solutions
Advanced Planning
We work collaboratively with you to assess your financial situation, goals and objectives to determine your risk tolerance to form and execute on an appropriate investment plan. Our team does this by following our Financial Wellness Formula which includes investment management, Advanced Planning and relationship management. Learn more about how we redefine wealth management.
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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