The Otto Group at Hightower Advisors is a boutique wealth management team focused on helping individuals and families navigate complexity with clarity and purpose as life evolves.
Rather than concentrating solely on portfolios or individual solutions, our work is centered on integrated, life‑centered planning. Financial decisions are considered within the broader context of what matters most — coordinating estate planning, tax considerations, liquidity decisions, and philanthropic intentions through thoughtful, connected conversations over time.
Each relationship is approached with care and attention to detail, recognizing that no two lives — or legacies — are the same. Planning is deeply personal, adaptive, and grounded in trust, designed to support continuity across changing circumstances and generations.
In a world shaped by constant change, our role is to bring perspective, coordination, and a steady, human touch to financial decision‑making — supporting confident choices that remain aligned with values, priorities, and long‑term direction.
Managing Director, Partner
Wealth Strategist, Private Wealth Advisor
Chief Experience Officer
Director of Operations
Portfolio Manager
Working with credentialed financial advisors reflects a commitment to fiduciary responsibility, continuing education, and disciplined judgment. For individuals and families navigating complex financial lives, professional designations can add meaningful depth to how investment strategies are evaluated, planning considerations are sequenced, and long-term decisions are approached.
Our team includes advisors with designations such as CFP®, AIF®, CEPA®, and CFA, reflecting broad perspective across financial planning, fiduciary investment oversight, business transitions, and portfolio management. That depth of training and experience supports thoughtful analysis across portfolio construction, investment policy development, estate and transition planning, helping ensure financial decisions remain informed, well-sequenced, and aligned with long-term interests.
Hightower Chief Investment Strategist and Portfolio Manager
Hightower Head of Alternative Investments
Hightower Senior Portfolio Manager
Hightower Chief Compliance Officer
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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