The Otto Group’s Second Opinion Service
For Our Professional Advisor Network
A thoughtful perspective — at the moments when it matters most, in support of the tailored services you provide your clients.
When Clients Face Complexity, We’re Here to Support You
At The Otto Group, we work alongside attorneys, CPAs, trustees, and other trusted advisors to help high-net-worth individuals and families navigate life’s most consequential transitions. Our Second Opinion Service is designed for moments when financial complexity increases, decisions carry long-term implications, and an additional perspective can bring clarity and confidence.
When a client is facing a significant change, introducing a second opinion can help ensure decisions are fully informed — without disrupting existing advisory relationships.
Supporting Your Client Service Offerings
We provide strategic guidance during transitions such as:
A liquidity event, inheritance, or sudden wealth
Health events that materially affect financial or estate decisions
Multigenerational planning, aging parent care, or family governance challenges
Pre-retirement planning or post-retirement complexity
Marriage, divorce, or blended-family considerations
Ownership transitions, executive compensation changes, or launching a new venture
Relocation, residency changes, or cross-border planning considerations
Family expansion, including planning for neurodivergent or special-needs dependents
These moments often involve heightened emotional dynamics, technical complexity, and coordination risk. Our role is to complement your expertise—helping clients slow down, evaluate tradeoffs, and align financial decisions with both personal values and long-term objectives.
Working with credentialed financial advisors reflects a commitment to fiduciary responsibility, continuing education, and disciplined judgment. Professional accreditations and experience support thoughtful analysis across portfolio construction, investment policy development, estate and transition planning—helping ensure financial decisions are informed, well‑sequenced, and aligned with clients’ long‑term interests.
A Second Opinion is a confidential, no-pressure consultation. It offers clients the benefit of an independent perspective while preserving—and strengthening—the trusted relationships already in place.
A Wealth Team Built for Complexity
Working alongside you through complexity and change
Many advisors focus on managing portfolios. Our work goes further — architecting financial lives shaped by complexity, responsibility, and long‑term intent.
At The Otto Group, financial wellness is approached through advanced planning informed by institutional investment practices, disciplined financial planning, and real‑world business experience. The focus is on guiding individuals and families through complexity with clarity—coordinating decisions so they remain intentional, aligned, and responsive as life evolves.
Financial wellness is not a single outcome or destination. It is an ongoing process that reflects how well financial decisions support stability, flexibility, and alignment over time. Whether building, transitioning, or preserving wealth, this work is grounded in perspective, integration, and thoughtful stewardship.
Together, planning and investment responsibilities function as an integrated whole — allowing decisions to remain coordinated rather than compartmentalized.
This is where our strategy gains strength:
In the coordination of aligned perspectives over time, guiding informed decision-making within a coordinated, long-term client relationship.
Matt Otto, AIF®, CFP®
- Fiduciary investment oversight and comprehensive planning
- Providing disciplined investment guidance alongside broad financial planning grounded in fiduciary principles
Joe Levine, CEPA®
- Exit planning and advanced wealth planning
- Focused on business transitions, liquidity events, and aligning financial decisions with long-term personal direction
Michael Wood, CFA
- Portfolio management and investment research
- Supporting portfolio construction and ongoing analysis within an institutional framework
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
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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
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