Guiding Your Journey to Financial Wellness
Our financial advisors are here to walk alongside you — every step of the way.
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 deeply committed to helping our clients move forward with confidence, clarity, and control — delivering thoughtful service and supporting a true sense of financial well‑being.
As a boutique wealth management team, we help simplify financial complexity and guide informed decision‑making. From investment management to estate and tax strategies, our focus is on protecting what you’ve built and aligning every decision with what matters most to you and your family — today and for generations to come.
Our Areas of Focus Include
A Fiduciary Team of Experienced Professionals
Investment Management & Advisory Services
Advanced Financial Planning
Estate Strategies & Wealth Preservation
Business Transition Strategies
Retirement Planning
Bespoke credit solutions
Tax & Risk Management
Philanthropic Planning
Multigenerational Family Governance
Special Needs Family Planning
Advanced Planning
We offer a comprehensive, forward‑looking approach to managing a person’s or family’s entire financial life. Going beyond basic budgeting or investment selection, advanced financial planning integrates multiple disciplines, such as estate planning, retirement modeling, risk management, business succession, and charitable giving into one coordinated plan. It’s holistic, strategic, and deeply personalized.
Plaza at Five Points
50 Central Avenue, Suite 930
Sarasota, FL 34236
Office: (941) 203-7200
Fax: (941) 296-8535
Toll free: (888) 584-9643
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
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
©2026 Hightower Advisors. All Rights Reserved.
About Us
Our Team
Our Client Experience
Giving Back
Hightower Partnership
Who We Serve
Who We Serve
How We Work for You
Our Services & Solutions
Advanced Financial Planning
Financial Wellness Roadmap
Second Opinion Service
For Clients and Prospects
Professional Advisor Network