The Lotter Group delivers a consolidated approach that pools the resources of experts in the various financial fields to manage and protect your assets. This versatile team, who we call our Affluence Managers, includes financial service advisors, CPA’s, investment counselors, and asset management experts who can devise and implement individually-designed financial plans.

From devising tax strategies to extensive estate planning and more, The Lotter Group can fill your unique financial planning needs. We also understand that the affluent community is always growing and so we will continue to advise and manage your assets to make sure your financial plan grows and changes as you do.

In addition, The Lotter Group’s Affluence Management services include the development and direction of asset allocation strategies for our diverse clientele. We can provide asset management services for both companies and individuals that desire complete financial planning assistance.

The Lotter Group can formulate an asset allocation model which offers you a myriad of asset allocation options. We can provide everything from traditional tax-deferred vehicles to maximize return to more aggressive tax-deferred investments, including off-shore opportunities.

For more information on how our Affluence Management services can enhance your financial plan contact us, today.







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