Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of The Otto Group, however, you benefit from a team that has a clear and comprehensive vision of wealth management.

We define wealth management vis-à-vis a distinct formula: investment consulting plus advanced planning plus relationship management.

As part of our commitment to helping you achieve your goals and objectives, we work collaboratively with you to assess your financial situations, goals, and objectives to determine your risk tolerance and form and execute an appropriate investment plan. We provide Wealth Management Services that have come to exemplify The Otto Group name. We provide insightful advice and in-depth knowledge in the following areas: