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"It’s about honoring the trust our clients place in us as stewards of their wealth, advocates of their goals, and guardians of their future."

- Matt Otto, AIF®, CFP®

Matt Otto Ranked A Four-Time Honoree on Forbes' Best-In-State Wealth Advisors for Florida (Tampa Area)!

Our Mission

At The Otto Group, our mission is to provide affluent individuals, families and businesses with an impeccable sense of financial well-being.

Fiduciaries

As fiduciaries, we value transparency, trust, integrity and above all, putting our client’s best interests first.

What We Do

We are absolutely passionate about achieving the most optimal outcome for our clients; confidence, control, service, and ultimately, a true sense of overall financial wellness.

Awards & Accolades

Areas of Focus

FINANCIAL PLANNING

RISK MANAGEMENT

CASH FLOW MANAGEMENT

INVESTMENT MANAGEMENT AND ADVISORY SERVICES

ESTATE STRATEGIES AND WEALTH PRESERVATION

RETIREMENT PLANNING

CUSTOMIZED CREDIT SOLUTIONS

Hightower

Client First

A commitment to supporting clients’ financial well-being and deeply-rooted trust is the foundation of the firm.

How we put clients first

Learn more about The Otto Group

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1605 Main Street
Suite 900
Sarasota , FL 34236

Office: (941) 203-7200
Fax: (941) 296-8535
Toll Free: (888) 584-9643

225 Wall Street
Suite 220
Vail, CO 81657

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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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