Independent Financial Advisor William E. Otto, CEPA

With IAG since: 2001
Professional Certifications: Certified Exit Planning Advisor
Personal: Family, outdoor activities, and sports
Honors & Awards: Five Star Wealth Manager 6-time award recipient

Phone: 262-446-8150
Fax: 262-446-8135

Nurturing wealth successfully requires a commitment to every facet of financial well-being, including investing, tax planning, insurance planning, and retirement planning.  Working at IAG Wealth Partners gives me the ability to share my unique passion for client care in a highly collaborative environment.

In over 30 years in the financial industry, I have learned that helping business owners create succession plans for the financial future of their companies and employees holds a special place in my heart. It provides the distinct opportunity to help my clients pursue their long-term financial goals and establish a path for their business legacy. I also advise clients on creative ways to pursue their charitable giving and estate planning goals.

Prior to joining IAG, I managed the wealth management division for a major money center bank. While that was rewarding, I have found that my current capacity as a financial advisor at IAG allows me to provide a high level of personal attention to my clients that helps them work towards their long term financial goals and dreams.

Bill lives in Delafield with his wife Jane.  He is actively involved in a number of professional and civic organizations, including the Independent Business Association of Wisconsin, the Waukesha County Business Alliance, and the Lake Country Rotary. He is a founding member of the Wisconsin Chapter of the Exit Planning Institute.  He is a member of the National Eagle Scout Association.

Bill earned a double major in Economics and Political Science from Ripon College, an MBA from UWM, and the CEPA designation from the University of Chicago.

*Five Star *2012-2021 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 – 2021 Five Star Wealth Managers..