Kotys Wealth Professionals
We are fee-only fiduciaries, which means we do what is in your best interest without the concern of being sold financial products. In this capacity, we add significant value by tackling our client’s complex wealth management issues.
We are passionate about the work we do here, and we strive to provide exceptional investment management and financial planning. Our goal is to become your trusted advisor that focuses more on your money than you do, so you can continue pursuing the things you are passionate about.
Our first order of business is taking the time to get to know you – what you want for yourself and your family, your appetite for risk, and your plans for the future. With that foundation set, we then educate you, guide you and strive to provide you with financial strategies that will help you accomplish your goals. The financial strategies that we develop are as unique as every client we serve; we see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.
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.