Established in 1991 by Ernst & Young Entrepreneur of the Year, Robert A. Lotter, The Lotter Group has quickly grown into the premier financial services company assisting the affluent community. And while Mr. Lotter is no longer our President, the company has continued to build upon the foundation of high ethical standards set forth by our founder.

When Mr. Lotter established The Lotter Group, he sought to offer the very best advice and strategies across a broad range of financial disciplines through an organization committed to ethical business practices. It is our belief that these principles have in no small way contributed to The Lotter Groupís overwhelming success.

Through The Lotter Groupís team of Affluence Managers, the company continues to maintain the highest degree of integrity and client loyalty. Each of our Managers is chosen on the basis of their aptitude, as well as their commitment to a code of professional conduct. With their expertise and dedication, The Lotter Group can alleviate your concerns and devise a master financial plan tailor-made to your individual needs.

We invite you to join the over ten thousand clients who have already discovered the many benefits The Lotter Group has to offer in the following areas:

Affluence Management

Business Consulting


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California Insurance License #0B10701
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