EXCLUSIVELY FOR FRIENDS, FAMILY AND ASSOCIATES OF OUR VALUED CLIENTS AND PROFESSIONAL NETWORK
At the suggestion of our clients who care the most about their family and friends, we offer a second opinion service for anyone they feel we can help serve and guide through the ever-changing financial landscape
In our experience, we’ve found that most high-net-worth investors find value in a second opinion of their financial well-being
Our complimentary fiduciary analysis will help provide clarity and ensure our clients, their family, friends, and business colleagues make informed decisions to solidify their Roadmap to Financial Wellness
The first step in our comprehensive service is a no obligation discovery meeting, where we meet either virtually, or in person to learn about what’s most important to the client and their family’s needs. Through our proprietary discovery process, we walk through our 10-point Advanced Planning checklist that’s designed to identify gaps and offer solutions to improve on your Financial Wellness. Common topics discussed include portfolio optimization, retirement planning, and asset protection
With an average 15 years’ experience, our entire team acts as fiduciaries. Managing Director and Partner, Matt Otto, is a CFP® and he and Private Wealth Advisor, Alex Gault are AIF® (Accredited Investment Fiduciary) certified
Do you know someone we can help?
Your dedicated team at The Otto Group focuses on understanding your needs and building strategies with investments, asset classes and solutions that align with your values and help advance your long-term objectives.
Our team develops comprehensive financial strategies that coordinate and align insurance, investment, philanthropic, retirement and wealth transfer planning needs with your values, tolerances and long-term objectives.
We help you develop income strategies that fulfill your current income needs while supporting your projected cash flow requirements.
We help you and your family create estate transfer strategies with an emphasis on tax efficiency.
From the establishment of private foundations, to charitable funds and trusts, our team helps you maximize your giving.
We help you develop holistic retirement strategies with an emphasis on income needs, investments and long-term goals.
We work with you and your family to preserve family values and educate the next generation on financial and investment best practices.
We help foster alignment of your entire financial picture by working directly with your other trusted advisors to increase efficiency and cohesion.
We work with you to identify areas of investment opportunity, providing comprehensive management and ongoing monitoring of
your investments.
We develop custom strategies that help position you to achieve your financial goals and optimize your assets.
We help you discern and meet your insurance needs, including disability, whole life, annuities, long-term care, estate, excess
liability, property and casualty.
Our team regularly assesses your portfolio, the markets and investments to help mitigate risk.
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