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Kotys Wealth Professionals

At Kotys Wealth Professionals, we believe in a personalized approach to wealth management—one that truly sets us apart.

Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities.

Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our client’s best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

We would like the opportunity to discuss how our personalized services can benefit you.  Please reach out to us at 219-465-6924 or info@kotyswealthpro.com.  You can also visit our website at www.kotyswealthpro.com for more information.

 

Investment Advisory services offered through TKG Advisors, LLC, a Registered Investment Advisor.

 

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Wesley Kotys, AAMS, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1111 Glendale Blvd, Suite 105 Valparaiso, IN 46383-5559 Phone: (219) 465-6924

Primary Office

1111 Glendale Blvd, Suite 105 Valparaiso, IN 46383-5559 Phone: (219) 465-6924
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