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.
PLAN COORDINATION WITH YOUR FAMILY ADVISORS (CPA, ATTORNEY, TRUSTEES)
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
PORTFOLIO & ASSET ALLOCATION STRATEGY
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.